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Jackson Financial

455 hedge funds and large institutions have $5.6B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 63 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 (+$213M)

0.26% less ownership

Funds ownership: 88.51%88.25% (-0.26%)

8% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 178

Holders
455
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
BBHC
401
Brown Brothers Harriman & Co
New York
$8.61K
CLOS
402
Compagnie Lombard Odier SCmA
Switzerland
$8.08K
HWM
403
Hemington Wealth Management
Virginia
$8K
CA
404
Clearstead Advisors
Ohio
$7.99K
LFG
405
Larson Financial Group
Missouri
$7.9K
ACM
406
Accent Capital Management
Ohio
$7.9K
LWMI
407
Legacy Wealth Management (Idaho)
Idaho
$7.81K
LIS
408
Legacy Investment Solutions
Idaho
$7.81K
PWM
409
Puff Wealth Management
New Jersey
$7.72K
MCM
410
MAI Capital Management
Ohio
$7.46K
CMBA
411
C.M. Bidwell & Associates
Hawaii
$6.75K
WSFS
412
Wilmington Savings Fund Society
Delaware
$5.95K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$5.86K
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.15K
DWM
415
Dogwood Wealth Management
Kansas
$4.89K
Optiver Holding
416
Optiver Holding
Netherlands
$4.62K
EPIME
417
Evelyn Partners Investment Management (Europe)
$4.53K
BC
418
Bayforest Capital
United Kingdom
$4.53K
AF
419
Allworth Financial
California
$4.44K
VWWMG
420
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K
HNW
421
High Note Wealth
Minnesota
$4.17K
RTL
422
Red Tortoise LLC
Georgia
$4.17K
WIM
423
Westside Investment Management
California
$3.55K
AAS
424
Ameritas Advisory Services
Nebraska
$3.48K
PA
425
Parallel Advisors
California
$3.29K