We are live on ! Find out more
JXN icon

Jackson Financial
JXN

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: 512 → 512 (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: 6 → 5 (-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

Top Buyers

1
TGA
TPG GP A
Texas
+$527M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.6M
3
BlackRock
BlackRock
New York
+$27.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$20.9M
5
LSV Asset Management
LSV Asset Management
Illinois
+$18.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$37.3M
2
Jane Street
Jane Street
New York
-$32.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$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
GS
351
GWN Securities
Florida
$265K +$1.23K +11 +0.4%
HWM
352
HB Wealth Management
Georgia
$263K +$55.9K +500 +25%
BCG
353
BayBridge Capital Group
California
$263K – – –
PCMC
354
Paragon Capital Management (Colorado)
Colorado
$259K -$12.1K -108 -4%
SMA
355
Seven Mile Advisory
New Jersey
$258K +$273K +2,444 New
ATPW
356
Ashton Thomas Private Wealth
Arizona
$255K +$269K +2,408 New
FTWA
357
Fifth Third Wealth Advisors
Ohio
$254K +$14.1K +126 +6%
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$246K – – –
WIA
359
Wetzel Investment Advisors
Indiana
$243K – – –
AFP
360
Ausdal Financial Partners
Iowa
$242K -$112 -1 -0%
Jones Financial Companies
361
Jones Financial Companies
Missouri
$241K +$28.1K +251 +12%
SCM
362
Shelton Capital Management
Colorado
$240K – – –
SFA
363
Sequoia Financial Advisors
Ohio
$239K -$206K -1,846 -45%
Hudson Bay Capital Management
364
Hudson Bay Capital Management
Connecticut
$235K +$248K +2,220 New
PAM
365
Panagora Asset Management
Massachusetts
$230K – – –
AWA
366
Arkadios Wealth Advisors
Georgia
$228K +$241K +2,155 New
FCM
367
FJ Capital Management
Virginia
$227K -$65.9K -589 -22%
PIM
368
Plato Investment Management
Australia
$225K +$201K +1,801 +554%
HIP
369
HUB Investment Partners
Texas
$225K – – –
KBC Group
370
KBC Group
Belgium
$224K – – –
PAS
371
Park Avenue Securities
New York
$223K +$236K +2,110 New
VA
372
Valmark Advisers
Ohio
$221K +$336 +3 +0.1%
FCM
373
Fieldview Capital Management
Michigan
$220K -$365K -3,265 -61%
BB
374
Busey Bank
Illinois
$215K – – –
BPAMU
375
BTG Pactual Asset Management US
New York
$215K +$227K +2,031 New
13 14
15
16 17

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.