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Jackson Financial

450 hedge funds and large institutions have $5.59B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
162
Reduced
178
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
401
Accent Capital Management
Ohio
$7.9K +$7.9K +89 New
LWMI
402
Legacy Wealth Management (Idaho)
Idaho
$7.81K -$2.22K -25 -22%
LIS
403
Legacy Investment Solutions
Idaho
$7.81K +$7.81K +88 New
PWM
404
Puff Wealth Management
New Jersey
$7.73K +$7.73K +87 New
MCM
405
MAI Capital Management
Ohio
$7.46K +$888 +10 +14%
CMBA
406
C.M. Bidwell & Associates
Hawaii
$6.75K -$77K -867 -92%
WSFS
407
Wilmington Savings Fund Society
Delaware
$5.95K
PFBT
408
Parkside Financial Bank & Trust
Missouri
$5.86K +$4.88K +55 +500%
JWA
409
JFS Wealth Advisors
Pennsylvania
$5.15K -$355 -4 -6%
DWM
410
Dogwood Wealth Management
Kansas
$4.89K +$4.89K +55 New
Optiver Holding
411
Optiver Holding
Netherlands
$4.62K +$1.24K +14 +37%
EPIME
412
Evelyn Partners Investment Management (Europe)
$4.53K -$6.75K -76 -60%
BC
413
Bayforest Capital
United Kingdom
$4.53K +$4.53K +51 New
AF
414
Allworth Financial
California
$4.44K +$3.02K +34 +213%
VWWMG
415
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K +$533 +6 +14%
HNW
416
High Note Wealth
Minnesota
$4.17K -$1.07K -12 -20%
RTL
417
Red Tortoise LLC
Georgia
$4.17K
WIM
418
Westside Investment Management
California
$3.55K
AAS
419
Ameritas Advisory Services
Nebraska
$3.48K +$3.48K +39 New
PA
420
Parallel Advisors
California
$3.29K
FHA
421
First Horizon Advisors
Tennessee
$3.11K -$621 -7 -17%
WTC
422
WhitTier Trust Company
Nevada
$2.66K
TWD
423
True Wealth Design
Ohio
$2.22K +$1.24K +14 +127%
SS
424
Sunbelt Securities
Texas
$2.18K
BFS
425
Bare Financial Services
Pennsylvania
$2.13K