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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
Balyasny Asset Management
351
Balyasny Asset Management
Illinois
$219K +$203K +2,168 New
SAM
352
Shell Asset Management
Netherlands
$219K +$19.7K +211 +11%
KBC Group
353
KBC Group
Belgium
$214K
HIP
354
HUB Investment Partners
Texas
$212K +$196K +2,097 New
CAM
355
Concorde Asset Management
Michigan
$212K +$196K +2,100 New
VA
356
Valmark Advisers
Ohio
$212K +$195K +2,090 New
SOW
357
State of Wyoming
Wyoming
$211K -$3.55K -38 -2%
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
$211K +$195K +2,082 New
SB
359
Strategic Blueprint
Georgia
$206K +$190K +2,034 New
BB
360
Busey Bank
Illinois
$206K +$190K +2,033 New
IA
361
IFP Advisors
Florida
$203K -$23.6K -253 -11%
DCM
362
DGS Capital Management
New Jersey
$202K +$186K +1,995 New
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$199K +$50.5K +541 +38%
AG
364
AmeriFlex Group
Nevada
$192K +$178K +1,900 New
GWM
365
Geneos Wealth Management
Colorado
$179K +$40.4K +432 +32%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$177K +$163K +1,750 New
Ohio Public Employees Retirement System (OPERS)
367
Ohio Public Employees Retirement System (OPERS)
Ohio
$167K -$1.5K -16 -1%
Nomura Asset Management
368
Nomura Asset Management
Japan
$147K
PIM
369
Platinum Investment Management
Australia
$142K -$15.5K -166 -11%
GRP
370
Global Retirement Partners
California
$133K -$26K -278 -17%
RBI
371
Raiffeisen Bank International
Austria
$130K
PS
372
Principal Securities
Iowa
$127K -$280 -3 -0.2%
HCA
373
Harbor Capital Advisors
Illinois
$126K -$36.1K -386 -24%
PE
374
Point72 Europe
United Kingdom
$123K +$114K +1,218 New
DB
375
Danske Bank
Denmark
$121K -$47.5K -508 -30%

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.