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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
GS
351
GWN Securities
Florida
$266K +$796 +8 +0.3%
BCG
352
BayBridge Capital Group
California
$263K -$2.19K -22 -0.9%
GT
353
Glenmede Trust
Pennsylvania
$261K +$243K +2,443 New
SI
354
Seeds Investor
New York
$253K +$10.1K +102 +4%
AIM
355
Aigen Investment Management
New York
$251K -$423K -4,256 -64%
MWPCG
356
Measured Wealth Private Client Group
New Hampshire
$250K +$233K +2,345 New
FMWA
357
Forvis Mazars Wealth Advisors
Missouri
$248K
EF
358
Empowered Funds
Pennsylvania
$246K +$995 +10 +0.4%
WIA
359
Wetzel Investment Advisors
Indiana
$245K +$9.95K +100 +5%
ECM
360
EMC Capital Management
Texas
$245K -$40.3K -405 -15%
Daiwa Securities Group
361
Daiwa Securities Group
Japan
$245K +$229K +2,300 New
IA
362
IFP Advisors
Florida
$244K +$28.1K +283 +14%
AFP
363
Ausdal Financial Partners
Iowa
$244K -$3.28K -33 -1%
FTWA
364
Fifth Third Wealth Advisors
Ohio
$243K +$497 +5 +0.2%
SCM
365
Shelton Capital Management
Colorado
$242K -$32.1K -323 -12%
SFG
366
Sovereign Financial Group
Connecticut
$234K +$219K +2,197 New
PAM
367
Panagora Asset Management
Massachusetts
$232K
FWI
368
Facet Wealth Inc
Maryland
$232K +$199K +2,000 New
DCM
369
DGS Capital Management
New Jersey
$232K +$17.5K +176 +9%
IFG
370
Independent Financial Group
California
$231K +$215K +2,164 New
Jones Financial Companies
371
Jones Financial Companies
Missouri
$227K -$5.27K -53 -2%
HIP
372
HUB Investment Partners
Texas
$227K +$2.79K +28 +1%
KBC Group
373
KBC Group
Belgium
$226K
VA
374
Valmark Advisers
Ohio
$223K
ARC
375
Advisor Resource Council
Texas
$221K +$180K +1,806 New