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Jackson Financial

471 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 156 increasing their positions, 181 reducing their positions, and 40 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 funds holding

Funds holding:

2.83% less ownership

Funds ownership: 88.25%85.42% (-2.8%)

14% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 181

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
471
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
$43.7M
Puts
$22.4M
Net Calls
Net Calls Change

Top Buyers

1 +$26.9M
2 +$25.6M
3 +$20.9M
4
Amundi
Amundi
France
+$18.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.8M

Top Sellers

1 -$99.3M
2 -$40M
3 -$29.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$27.6K
AF
402
Allworth Financial
California
$25.5K
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$25.1K
RFP
404
Root Financial Partners
California
$24.5K
SS
405
SBI Securities
Japan
$24.3K
BIA
406
Bell Investment Advisors
California
$23.9K
S
407
SignatureFD
Georgia
$23.4K
BBHC
408
Brown Brothers Harriman & Co
New York
$22.2K
JWM
409
JPL Wealth Management
Colorado
$20.2K
MTC
410
Matrix Trust Company
Colorado
$19K
CA
411
Clearstead Advisors
Ohio
$18.9K
RIL
412
Rothschild Investment LLC
Illinois
$18.1K
W
413
WealthCollab
Washington
$17.6K
RA
414
Rise Advisors
New York
$14.7K
Group One Trading
415
Group One Trading
Illinois
$14.1K
PWMG
416
Private Wealth Management Group
New Jersey
$12.4K
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$11.9K
WSCM
418
Wellington Shields Capital Management
New York
$11.9K
GEA
419
Glen Eagle Advisors
New Jersey
$10.4K
FFO
420
Fortitude Family Office
Arizona
$10K
HWM
421
Hemington Wealth Management
Virginia
$10K
WANY
422
Wealthspire Advisors (New York)
New York
$9.62K
CLOS
423
Compagnie Lombard Odier SCmA
Switzerland
$9.21K
ACM
424
Accent Capital Management
Ohio
$9.01K
LWMI
425
Legacy Wealth Management (Idaho)
Idaho
$8.91K