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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
SB
376
Strategic Blueprint
Georgia
$214K -$1.12K -10 -0.5%
FWI
377
Facet Wealth Inc
Maryland
$211K – – –
DCM
378
DGS Capital Management
New Jersey
$210K -$21K -188 -9%
SAI
379
Savvy Advisors Inc
New York
$209K +$221K +1,980 New
PTC
380
Private Trust Company
Ohio
$208K -$65.8K -588 -23%
OAM
381
Oppenheimer Asset Management
New York
$205K -$8.84K -79 -4%
SI
382
Seeds Investor
New York
$204K -$47.8K -427 -18%
SCM
383
Saxony Capital Management
Missouri
$204K – – –
IFG
384
Independent Financial Group
California
$203K -$26.8K -240 -11%
IA
385
IFP Advisors
Florida
$202K -$42.2K -377 -16%
Lido Advisors
386
Lido Advisors
California
$202K +$213K +1,907 New
GWM
387
Geneos Wealth Management
Colorado
$201K +$14.8K +132 +7%
DS
388
DRW Securities
Illinois
$200K -$205K -1,831 -49%
QT
389
Quantbot Technologies
New York
$197K +$209K +1,867 New
ETC
390
Exchange Traded Concepts
Oklahoma
$194K -$2.36M -21,068 -92%
AAP
391
Arax Advisory Partners
Colorado
$191K +$182K +1,630 +1,381%
EPIM
392
Evelyn Partners Investment Management
$188K -$82.5K -738 -29%
GAA
393
Global Assets Advisory
Florida
$182K +$193K +1,725 New
Ohio Public Employees Retirement System (OPERS)
394
Ohio Public Employees Retirement System (OPERS)
Ohio
$173K +$2.8K +25 +2%
PWPS
395
Pinnacle Wealth Planning Services
Ohio
$159K +$7.72K +69 +5%
Rockefeller Capital Management
396
Rockefeller Capital Management
New York
$141K +$24K +215 +19%
HFS
397
Hantz Financial Services
Michigan
$135K +$57.2K +511 +67%
DCM
398
Davis Capital Management
Florida
$133K +$141K +1,260 New
BNP Paribas Asset Management
399
BNP Paribas Asset Management
France
$133K +$27K +241 +24%
EWA
400
EverSource Wealth Advisors
Alabama
$131K +$3.24K +29 +2%
14 15
16
17 18

JXN Hedge Fund Activity: Q1 2026 in Review

512 of the 8,126 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.