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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
326
Choreo LLC
Illinois
$271K +$2.06K +22 +0.8%
SCM
327
Shelton Capital Management
Colorado
$263K -$12.4K -133 -5%
GLA
328
Great Lakes Advisors
Illinois
$261K -$29K -310 -11%
BCM
329
Brookstone Capital Management
Illinois
$259K +$6.35K +68 +3%
GIA
330
Gladstone Institutional Advisory
Florida
$258K +$17.5K +187 +8%
PCMC
331
Paragon Capital Management (Colorado)
Colorado
$257K -$12.6K -135 -5%
GC
332
Guggenheim Capital
Illinois
$256K +$236K +2,531 New
GI
333
GAMMA Investing
California
$255K +$22K +235 +10%
AWM
334
AE Wealth Management
Kansas
$254K +$234K +2,504 New
CIA
335
Concurrent Investment Advisors
Florida
$252K -$1.31K -14 -0.6%
BCG
336
BayBridge Capital Group
California
$252K +$232K +2,487 New
GS
337
GWN Securities
Florida
$252K +$1.68K +18 +0.7%
PCA
338
Pallas Capital Advisors
Massachusetts
$249K +$3.18K +34 +1%
GIM
339
Glenmede Investment Management
Pennsylvania
$247K +$2.99K +32 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
340
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$238K -$1.53M -16,393 -87%
YIH
341
Y-Intercept (HK)
Hong Kong
$236K -$3.04M -32,588 -93%
FMWA
342
Forvis Mazars Wealth Advisors
Missouri
$236K
AFP
343
Ausdal Financial Partners
Iowa
$235K +$217K +2,318 New
SFA
344
Sequoia Financial Advisors
Ohio
$232K -$5.04K -54 -2%
EF
345
Empowered Funds
Pennsylvania
$232K +$214K +2,292 New
FTWA
346
Fifth Third Wealth Advisors
Ohio
$230K -$467 -5 -0.2%
SI
347
Seeds Investor
New York
$230K -$11.8K -126 -5%
Jones Financial Companies
348
Jones Financial Companies
Missouri
$226K -$2.52K -27 -1%
WIA
349
Wetzel Investment Advisors
Indiana
$223K +$206K +2,200 New
PAM
350
Panagora Asset Management
Massachusetts
$221K +$204K +2,179 New

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.