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Jackson Financial

512 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08%88.4% (+0.32%)

0% more funds holding

Funds holding: 512512 (0)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
512
Holders Change
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
TCFG Wealth Management
California
$340K -$2.91K -26 -0.8%
TIA
327
TCFG Investment Advisors
California
$340K +$360K +3,219 New
SRC
328
Sage Rhino Capital
California
$337K +$2.24K +20 +0.6%
PI
329
PFG Investments
New York
$321K -$3.8K -34 -1%
MWPCG
330
Measured Wealth Private Client Group
New Hampshire
$318K +$74.6K +667 +28%
PCA
331
Pallas Capital Advisors
Massachusetts
$314K -$49.9K -446 -13%
EF
332
Empowered Funds
Pennsylvania
$314K +$74.5K +666 +29%
Los Angeles Capital Management
333
Los Angeles Capital Management
California
$308K +$242K +2,165 +288%
CGH
334
Crossmark Global Holdings
Texas
$308K +$2.46K +22 +0.8%
FCBT
335
First Citizens Bank & Trust
North Carolina
$302K +$320K +2,860 New
SCA
336
Snowden Capital Advisors
New York
$301K +$34.2K +306 +12%
BF
337
Brucke Financial
Indiana
$299K +$94.7K +847 +43%
TCM
338
Triumph Capital Management
Colorado
$296K -$146K -1,308 -32%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$296K +$313K +2,797 New
BCM
340
Brookstone Capital Management
Illinois
$295K +$1.23K +11 +0.4%
CL
341
Choreo LLC
Illinois
$287K +$8.95K +80 +3%
PCM
342
Polymer Capital Management
New York
$286K -$99.3K -888 -25%
CC
343
Centiva Capital
New York
$282K +$298K +2,667 New
SOW
344
State of Wyoming
Wyoming
$282K -$30.3K -271 -9%
VFG
345
Victory Financial Group
Texas
$272K +$287K +2,569 New
GIA
346
Gladstone Institutional Advisory
Florida
$270K
LWM
347
Lifetime Wealth Management
Texas
$269K -$1.84M -16,456 -87%
SFG
348
Sovereign Financial Group
Connecticut
$266K +$36K +322 +15%
GLA
349
Great Lakes Advisors
Illinois
$265K -$4.14K -37 -1%
GT
350
Glenmede Trust
Pennsylvania
$265K +$6.82K +61 +2%

JXN Hedge Fund Activity: Q1 2026 in Review

512 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2026, worth a combined $6.61B — up 3.6% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JXN positions and 56 closed out — a net gain of 8 holders — while 187 added to existing stakes and 187 trimmed.

The largest buyer was TPG GP A, opening a new position worth an estimated $527M. The largest seller was Citadel Advisors, cutting an estimated $37.3M.

  • 512 institutional investors held Jackson Financial (JXN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.61B of Jackson Financial stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 64 funds opened new Jackson Financial positions in Q1 2026 and 56 closed out, a net change of +8 holders.
  • The largest Jackson Financial buyer in Q1 2026 was TPG GP A, an estimated $527M added.
  • The largest Jackson Financial seller in Q1 2026 was Citadel Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2026.