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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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 %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.7M
Puts
$23.9M
Net Calls
Net Calls Change

Top Sellers

1 -$37.3M
2 -$32.2M
3 -$28.6M
4
Morgan Stanley
Morgan Stanley
New York
-$20M
5
ML
Maniro Ltd
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
TCFG Wealth Management
California
$340K
TIA
327
TCFG Investment Advisors
California
$340K
SRC
328
Sage Rhino Capital
California
$337K
PI
329
PFG Investments
New York
$321K
MWPCG
330
Measured Wealth Private Client Group
New Hampshire
$318K
PCA
331
Pallas Capital Advisors
Massachusetts
$314K
EF
332
Empowered Funds
Pennsylvania
$314K
Los Angeles Capital Management
333
Los Angeles Capital Management
California
$308K
CGH
334
Crossmark Global Holdings
Texas
$308K
FCBT
335
First Citizens Bank & Trust
North Carolina
$302K
SCA
336
Snowden Capital Advisors
New York
$301K
BF
337
Brucke Financial
Indiana
$299K
TCM
338
Triumph Capital Management
Colorado
$296K
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$296K
BCM
340
Brookstone Capital Management
Illinois
$295K
CL
341
Choreo LLC
Illinois
$287K
PCM
342
Polymer Capital Management
New York
$286K
CC
343
Centiva Capital
New York
$282K
SOW
344
State of Wyoming
Wyoming
$282K
VFG
345
Victory Financial Group
Texas
$272K
GIA
346
Gladstone Institutional Advisory
Florida
$270K
LWM
347
Lifetime Wealth Management
Texas
$269K
SFG
348
Sovereign Financial Group
Connecticut
$266K
GLA
349
Great Lakes Advisors
Illinois
$265K
GT
350
Glenmede Trust
Pennsylvania
$265K