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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
376
NBC Securities
Alabama
$37K +$37K +450 New
PS
377
Principal Securities
Iowa
$36.1K
SS
378
SBI Securities
Japan
$36.1K -$6.45K -77 -15%
HI
379
Harbour Investments
Wisconsin
$35.3K
HFS
380
Hantz Financial Services
Michigan
$29K +$423 +5 +1%
CA
381
Continuum Advisory
Idaho
$25.7K
BIA
382
Bell Investment Advisors
California
$23.1K
Bessemer Group
383
Bessemer Group
New Jersey
$23K +$3.3K +39 +17%
UB
384
UMB Bank
Missouri
$22.1K +$9.05K +108 +69%
QL
385
Quarry LP
New York
$19.5K -$7.29K -87 -27%
S
386
SignatureFD
Georgia
$18.7K
C
387
Covestor
United Kingdom
$18K -$148K -1,771 -89%
Mitsubishi UFJ Asset Management
388
Mitsubishi UFJ Asset Management
Japan
$17.3K
TSMHT
389
Thurston Springer Miller Herd & Titak
Indiana
$16.8K
MTC
390
Matrix Trust Company
Colorado
$15K +$1.09K +13 +8%
WF
391
Wayfinding Financial
Washington
$15K +$15K +186 New
W
392
WealthCollab
Washington
$14.6K
RA
393
Rise Advisors
New York
$12.6K +$12.6K +150 New
WSCM
394
Wellington Shields Capital Management
New York
$11.6K
FFO
395
Fortitude Family Office
Arizona
$10.4K
SW
396
SVB Wealth
Massachusetts
$10.3K +$10.3K +123 New
PWMG
397
Private Wealth Management Group
New Jersey
$10.2K
LWMI
398
Legacy Wealth Management (Idaho)
Idaho
$9.47K
LC
399
Lindbrook Capital
California
$9.38K
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$8.8K +$2.26K +27 +35%