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Jackson Financial

459 hedge funds and large institutions have $5.59B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 454459 (+5)

2% more capital invested

Capital invested by funds: $5.5B → $5.59B (+$96.6M)

2.16% less ownership

Funds ownership: 90.31%88.14% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 182

Holders
459
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
162
Reduced
182
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$59K +$4.29K +53 +9%
BSC
377
Brown Shipley & Co
United Kingdom
$56.8K
EPIMS
378
Evelyn Partners Investment Management Services
$51.8K +$8.99K +111 +24%
BIG
379
Brooklyn Investment Group
New York
$51.2K +$6.24K +77 +15%
HFS
380
Hantz Financial Services
Michigan
$50K +$17.4K +215 +63%
CFD
381
Creative Financial Designs
Indiana
$48.9K -$7.86K -97 -15%
SIS
382
Sound Income Strategies
Florida
$44.8K +$38.1K +470 +1,343%
ACM
383
Aster Capital Management
United Arab Emirates
$44.3K +$40.4K +499 New
EP
384
Essential Partners
California
$39.9K +$36.4K +449 New
NS
385
NBC Securities
Alabama
$39K
Mitsubishi UFJ Asset Management
386
Mitsubishi UFJ Asset Management
Japan
$38.9K +$18.7K +231 +112%
HI
387
Harbour Investments
Wisconsin
$38.7K +$1.22K +15 +4%
MWA
388
Medallion Wealth Advisors
Connecticut
$31.7K
TPWA
389
Twin Peaks Wealth Advisors
California
$29.7K +$25.5K +315 New
BIA
390
Bell Investment Advisors
California
$26.5K +$1.86K +23 +8%
QL
391
Quarry LP
New York
$24.9K +$3.89K +48 +21%
Bessemer Group
392
Bessemer Group
New Jersey
$24K +$243 +3 +1%
SS
393
SBI Securities
Japan
$21.8K -$15.1K -186 -43%
S
394
SignatureFD
Georgia
$19.8K
UB
395
UMB Bank
Missouri
$17.9K -$5.02K -62 -23%
TSMHT
396
Thurston Springer Miller Herd & Titak
Indiana
$17.8K
W
397
WealthCollab
Washington
$15.4K
RA
398
Rise Advisors
New York
$12.9K -$405 -5 -3%
PWMG
399
Private Wealth Management Group
New Jersey
$10.8K
RIL
400
Rothschild Investment LLC
Illinois
$10.7K +$3.65K +45 +60%

JXN Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2025, worth a combined $5.59B — up 1.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JXN positions and 51 closed out — a net gain of 11 holders — while 162 added to existing stakes and 182 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Assenagon Asset Management, cutting an estimated $50.5M.

  • 459 institutional investors held Jackson Financial (JXN) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $5.59B of Jackson Financial stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 62 funds opened new Jackson Financial positions in Q2 2025 and 51 closed out, a net change of +11 holders.
  • The largest Jackson Financial buyer in Q2 2025 was Vanguard Group, an estimated $27.7M added.
  • The largest Jackson Financial seller in Q2 2025 was Assenagon Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2025.