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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
GS
351
GWN Securities
Florida
$265K
HWM
352
HB Wealth Management
Georgia
$263K
BCG
353
BayBridge Capital Group
California
$263K
PCMC
354
Paragon Capital Management (Colorado)
Colorado
$259K
SMA
355
Seven Mile Advisory
New Jersey
$258K
ATPW
356
Ashton Thomas Private Wealth
Arizona
$255K
FTWA
357
Fifth Third Wealth Advisors
Ohio
$254K
FMWA
358
Forvis Mazars Wealth Advisors
Missouri
$246K
WIA
359
Wetzel Investment Advisors
Indiana
$243K
AFP
360
Ausdal Financial Partners
Iowa
$242K
Jones Financial Companies
361
Jones Financial Companies
Missouri
$241K
SCM
362
Shelton Capital Management
Colorado
$240K
SFA
363
Sequoia Financial Advisors
Ohio
$239K
Hudson Bay Capital Management
364
Hudson Bay Capital Management
Connecticut
$235K
PAM
365
Panagora Asset Management
Massachusetts
$230K
AWA
366
Arkadios Wealth Advisors
Georgia
$228K
FCM
367
FJ Capital Management
Virginia
$227K
PIM
368
Plato Investment Management
Australia
$225K
HIP
369
HUB Investment Partners
Texas
$225K
KBC Group
370
KBC Group
Belgium
$224K
PAS
371
Park Avenue Securities
New York
$223K
VA
372
Valmark Advisers
Ohio
$221K
FCM
373
Fieldview Capital Management
Michigan
$220K
BB
374
Busey Bank
Illinois
$215K
BPAMU
375
BTG Pactual Asset Management US
New York
$215K