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Jackson Financial

508 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 57 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% less funds holding

Funds holding: 510508 (-2)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
508
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
SAI
376
Savvy Advisors Inc
New York
$209K
PTC
377
Private Trust Company
Ohio
$208K
OAM
378
Oppenheimer Asset Management
New York
$205K
SI
379
Seeds Investor
New York
$204K
SCM
380
Saxony Capital Management
Missouri
$204K
IFG
381
Independent Financial Group
California
$203K
IA
382
IFP Advisors
Florida
$202K
Lido Advisors
383
Lido Advisors
California
$202K
GWM
384
Geneos Wealth Management
Colorado
$201K
DS
385
DRW Securities
Illinois
$200K
QT
386
Quantbot Technologies
New York
$197K
ETC
387
Exchange Traded Concepts
Oklahoma
$194K
AAP
388
Arax Advisory Partners
Colorado
$191K
EPIM
389
Evelyn Partners Investment Management
$188K
GAA
390
Global Assets Advisory
Florida
$182K
Ohio Public Employees Retirement System (OPERS)
391
Ohio Public Employees Retirement System (OPERS)
Ohio
$173K
PWPS
392
Pinnacle Wealth Planning Services
Ohio
$159K
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$141K
HFS
394
Hantz Financial Services
Michigan
$135K
DCM
395
Davis Capital Management
Florida
$133K
BNP Paribas Asset Management
396
BNP Paribas Asset Management
France
$133K
EWA
397
EverSource Wealth Advisors
Alabama
$131K
Nomura Asset Management
398
Nomura Asset Management
Japan
$128K
VCM
399
Versant Capital Management
Arizona
$125K
ASN
400
Advisory Services Network
Georgia
$117K