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Jackson Financial

454 hedge funds and large institutions have $5.6B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 178 reducing their positions, and 51 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $5.39B → $5.6B (+$212M)

0.27% less ownership

Funds ownership: 88.51%88.24% (-0.27%)

8% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 178

Holders
454
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.6M
Puts
$23.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
401
Compagnie Lombard Odier SCmA
Switzerland
$8.08K
HWM
402
Hemington Wealth Management
Virginia
$8K
CA
403
Clearstead Advisors
Ohio
$7.99K
LFG
404
Larson Financial Group
Missouri
$7.9K
ACM
405
Accent Capital Management
Ohio
$7.9K
LWMI
406
Legacy Wealth Management (Idaho)
Idaho
$7.81K
LIS
407
Legacy Investment Solutions
Idaho
$7.81K
PWM
408
Puff Wealth Management
New Jersey
$7.72K
MCM
409
MAI Capital Management
Ohio
$7.46K
CMBA
410
C.M. Bidwell & Associates
Hawaii
$6.75K
WSFS
411
Wilmington Savings Fund Society
Delaware
$5.95K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$5.86K
JWA
413
JFS Wealth Advisors
Pennsylvania
$5.15K
DWM
414
Dogwood Wealth Management
Kansas
$4.89K
Optiver Holding
415
Optiver Holding
Netherlands
$4.62K
EPIME
416
Evelyn Partners Investment Management (Europe)
$4.53K
BC
417
Bayforest Capital
United Kingdom
$4.53K
AF
418
Allworth Financial
California
$4.44K
VWWMG
419
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K
HNW
420
High Note Wealth
Minnesota
$4.17K
RTL
421
Red Tortoise LLC
Georgia
$4.17K
WIM
422
Westside Investment Management
California
$3.55K
AAS
423
Ameritas Advisory Services
Nebraska
$3.48K
PA
424
Parallel Advisors
California
$3.29K
FHA
425
First Horizon Advisors
Tennessee
$3.11K