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Jackson Financial

509 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 184 increasing their positions, 187 reducing their positions, and 57 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% less funds holding

Funds holding: 510509 (-1)

2% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
509
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
BCG
351
BayBridge Capital Group
California
$263K
PCMC
352
Paragon Capital Management (Colorado)
Colorado
$259K
SMA
353
Seven Mile Advisory
New Jersey
$258K
ATPW
354
Ashton Thomas Private Wealth
Arizona
$255K
FTWA
355
Fifth Third Wealth Advisors
Ohio
$254K
FMWA
356
Forvis Mazars Wealth Advisors
Missouri
$246K
WIA
357
Wetzel Investment Advisors
Indiana
$243K
AFP
358
Ausdal Financial Partners
Iowa
$242K
Jones Financial Companies
359
Jones Financial Companies
Missouri
$241K
SCM
360
Shelton Capital Management
Colorado
$240K
SFA
361
Sequoia Financial Advisors
Ohio
$239K
Hudson Bay Capital Management
362
Hudson Bay Capital Management
Connecticut
$235K
PAM
363
Panagora Asset Management
Massachusetts
$230K
AWA
364
Arkadios Wealth Advisors
Georgia
$228K
FCM
365
FJ Capital Management
Virginia
$227K
PIM
366
Plato Investment Management
Australia
$225K
HIP
367
HUB Investment Partners
Texas
$225K
KBC Group
368
KBC Group
Belgium
$224K
PAS
369
Park Avenue Securities
New York
$223K
VA
370
Valmark Advisers
Ohio
$221K
FCM
371
Fieldview Capital Management
Michigan
$220K
BB
372
Busey Bank
Illinois
$215K
BPAMU
373
BTG Pactual Asset Management US
New York
$215K
SB
374
Strategic Blueprint
Georgia
$214K
FWI
375
Facet Wealth Inc
Maryland
$211K