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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
326
Private Trust Company
Ohio
$238K
SCM
327
Shelton Capital Management
Colorado
$236K
CI
328
CacheTech Inc
Utah
$234K +$234K +2,805 New
AWM
329
Adams Wealth Management
Utah
$234K +$234K +2,805 New
EC
330
EntryPoint Capital
New York
$230K +$230K +2,745 New
Hudson Bay Capital Management
331
Hudson Bay Capital Management
Connecticut
$225K +$225K +2,690 New
VC
332
Vicus Capital
Pennsylvania
$224K +$224K +2,670 New
IA
333
IFP Advisors
Florida
$222K -$3.27K -39 -1%
TCM
334
Teza Capital Management
Illinois
$220K +$220K +2,620 New
QCM
335
Qsemble Capital Management
New York
$217K +$217K +2,585 New
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$216K +$216K +2,573 New
AG
337
AmeriFlex Group
Nevada
$214K -$8.38K -100 -4%
IC
338
Innealta Capital
Texas
$212K -$140K -1,668 -40%
EPIM
339
Evelyn Partners Investment Management
$212K +$212K +3,402 New
CI
340
Corient IA
Florida
$209K +$209K +2,500 New
CIA
341
Concurrent Investment Advisors
Florida
$208K -$7.62K -91 -4%
BCM
342
Brookstone Capital Management
Illinois
$207K +$1.09K +13 +0.5%
A
343
AlphaQuest
New York
$206K -$58.8K -702 -22%
GS
344
GWN Securities
Florida
$205K -$122K -1,461 -37%
GT
345
Glenmede Trust
Pennsylvania
$205K -$7.29K -87 -3%
GI
346
GAMMA Investing
California
$177K +$27.6K +330 +19%
GWM
347
Geneos Wealth Management
Colorado
$171K +$114K +1,355 +199%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$165K +$12.1K +145 +8%
US Bancorp
349
US Bancorp
Minnesota
$163K -$595K -7,105 -79%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$149K +$10.3K +123 +7%