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Jackson Financial

459 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, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 454459 (+5)

2% more capital invested

Capital invested by funds: $5.5B → $5.59B (+$96.6M)

2.16% less ownership

Funds ownership: 90.31%88.14% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 182

Holders
459
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.04%
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
182
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
401
Wellington Shields Capital Management
New York
$10.5K -$1.62K -20 -14%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$10.5K +$1.05K +13 +12%
GEA
403
Glen Eagle Advisors
New Jersey
$9.14K
FFO
404
Fortitude Family Office
Arizona
$8.79K -$2.02K -25 -20%
BBHC
405
Brown Brothers Harriman & Co
New York
$8.61K
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$8.08K +$729 +9 +11%
HWM
407
Hemington Wealth Management
Virginia
$8K -$324 -4 -4%
CA
408
Clearstead Advisors
Ohio
$7.99K +$7.29K +90 New
LFG
409
Larson Financial Group
Missouri
$7.9K +$6.24K +77 +642%
ACM
410
Accent Capital Management
Ohio
$7.9K +$7.21K +89 New
LWMI
411
Legacy Wealth Management (Idaho)
Idaho
$7.81K -$2.02K -25 -22%
LIS
412
Legacy Investment Solutions
Idaho
$7.81K +$7.13K +88 New
PWM
413
Puff Wealth Management
New Jersey
$7.72K +$7.05K +87 New
MCM
414
MAI Capital Management
Ohio
$7.46K +$810 +10 +14%
CMBA
415
C.M. Bidwell & Associates
Hawaii
$6.75K -$70.2K -867 -92%
WSFS
416
Wilmington Savings Fund Society
Delaware
$5.95K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$5.86K +$4.46K +55 +500%
JWA
418
JFS Wealth Advisors
Pennsylvania
$5.15K -$324 -4 -6%
DWM
419
Dogwood Wealth Management
Kansas
$4.89K +$4.46K +55 New
Optiver Holding
420
Optiver Holding
Netherlands
$4.62K +$1.13K +14 +37%
EPIME
421
Evelyn Partners Investment Management (Europe)
$4.53K -$3.48K -43 -46%
BC
422
Bayforest Capital
United Kingdom
$4.53K +$4.13K +51 New
AF
423
Allworth Financial
California
$4.44K +$2.75K +34 +213%
VWWMG
424
Vermillion & White Wealth Management Group
Pennsylvania
$4.35K +$486 +6 +14%
HNW
425
High Note Wealth
Minnesota
$4.17K -$972 -12 -20%

JXN Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2025, worth a combined $5.59B — up 1.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JXN positions and 51 closed out — a net gain of 11 holders — while 162 added to existing stakes and 182 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Assenagon Asset Management, cutting an estimated $50.5M.

  • 459 institutional investors held Jackson Financial (JXN) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $5.59B of Jackson Financial stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 62 funds opened new Jackson Financial positions in Q2 2025 and 51 closed out, a net change of +11 holders.
  • The largest Jackson Financial buyer in Q2 2025 was Vanguard Group, an estimated $27.7M added.
  • The largest Jackson Financial seller in Q2 2025 was Assenagon Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2025.