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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
SB
376
Strategic Blueprint
Georgia
$217K
BB
377
Busey Bank
Illinois
$217K
OAM
378
Oppenheimer Asset Management
New York
$216K +$201K +2,022 New
CAM
379
Concorde Asset Management
Michigan
$213K -$9.95K -100 -5%
HWM
380
HB Wealth Management
Georgia
$212K +$198K +1,987 New
BF
381
Brucke Financial
Indiana
$211K +$197K +1,982 New
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$211K +$1.49K +15 +0.8%
MWM
383
Meridian Wealth Management
Kentucky
$211K +$196K +1,975 New
TRCT
384
Tower Research Capital (TRC)
New York
$210K -$262K -2,635 -57%
SCM
385
Saxony Capital Management
Missouri
$206K +$192K +1,930 New
GWM
386
Geneos Wealth Management
Colorado
$189K +$895 +9 +0.5%
Group One Trading
387
Group One Trading
Illinois
$175K +$149K +1,501 +1,080%
Ohio Public Employees Retirement System (OPERS)
388
Ohio Public Employees Retirement System (OPERS)
Ohio
$172K -$3.68K -37 -2%
GRP
389
Global Retirement Partners
California
$159K +$18.3K +184 +14%
Nomura Asset Management
390
Nomura Asset Management
Japan
$155K
PWPS
391
Pinnacle Wealth Planning Services
Ohio
$153K +$142K +1,432 New
SAM
392
Smartleaf Asset Management
Massachusetts
$141K +$16.5K +166 +15%
RBI
393
Raiffeisen Bank International
Austria
$137K
HCA
394
Harbor Capital Advisors
Illinois
$130K -$2.09K -21 -2%
EWA
395
EverSource Wealth Advisors
Alabama
$129K +$21.7K +218 +22%
DB
396
Danske Bank
Denmark
$128K
Rockefeller Capital Management
397
Rockefeller Capital Management
New York
$119K -$62.9K -632 -36%
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$112K
BNP Paribas Asset Management
399
BNP Paribas Asset Management
France
$108K +$29.5K +297 +41%
AG
400
AmeriFlex Group
Nevada
$101K -$94.5K -950 -50%