We are live on ! Find out more
JXN icon

Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
326
Highland Capital Management (Tennessee)
Tennessee
$340K -$14.5K -146 -4%
SRC
327
Sage Rhino Capital
California
$338K +$995 +10 +0.3%
AWM
328
AE Wealth Management
Kansas
$336K +$64.2K +645 +26%
PI
329
PFG Investments
New York
$327K -$6.66K -67 -2%
JSW
330
Journey Strategic Wealth
New Jersey
$320K +$11K +111 +4%
SOW
331
State of Wyoming
Wyoming
$313K +$84.2K +847 +41%
SWP
332
Stratos Wealth Partners
Ohio
$311K -$143K -1,439 -33%
CGH
333
Crossmark Global Holdings
Texas
$308K -$69.7K -701 -20%
GI
334
GAMMA Investing
California
$303K +$31.9K +321 +13%
IC
335
Innealta Capital
Texas
$302K -$94.8K -953 -25%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$302K +$281K +2,828 New
AWM
337
Adams Wealth Management
Utah
$301K
CI
338
CacheTech Inc
Utah
$301K
FFM
339
Forum Financial Management
Illinois
$300K
CMF
340
Counterpoint Mutual Funds
California
$298K -$63.3K -636 -19%
BCM
341
Brookstone Capital Management
Illinois
$297K +$22.7K +228 +9%
FCM
342
FJ Capital Management
Virginia
$292K -$20.8K -209 -7%
CL
343
Choreo LLC
Illinois
$283K -$4.58K -46 -2%
RS
344
R Squared
Hong Kong
$279K +$260K +2,619 New
PTC
345
Private Trust Company
Ohio
$273K -$15.4K -155 -6%
PCMC
346
Paragon Capital Management (Colorado)
Colorado
$272K +$1.89K +19 +0.7%
GIA
347
Gladstone Institutional Advisory
Florida
$272K -$99 -1 -0%
GLA
348
Great Lakes Advisors
Illinois
$272K -$2.79K -28 -1%
SCA
349
Snowden Capital Advisors
New York
$271K +$253K +2,540 New
EPIM
350
Evelyn Partners Investment Management
$269K -$27K -271 -10%

JXN Hedge Fund Activity: Q4 2025 in Review

512 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2025, worth a combined $6.39B — up 5.9% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new JXN positions and 36 closed out — a net gain of 44 holders — while 168 added to existing stakes and 190 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $39.4M.

  • 512 institutional investors held Jackson Financial (JXN) as of Q4 2025, up from 478 in Q3 2025.
  • Funds reported $6.39B of Jackson Financial stock for Q4 2025, up 5.9% quarter-over-quarter.
  • 80 funds opened new Jackson Financial positions in Q4 2025 and 36 closed out, a net change of +44 holders.
  • The largest Jackson Financial buyer in Q4 2025 was HSBC Holdings, an estimated $21.9M added.
  • The largest Jackson Financial seller in Q4 2025 was Vanguard Group, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2025.