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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$36.5K +$33.7K +361 New
MWA
402
Medallion Wealth Advisors
Connecticut
$35.9K
PB
403
Pinnacle Bancorp
Nebraska
$34.2K +$31.6K +338 New
SL
404
Salomon & Ludwin
Virginia
$33.7K +$30.4K +325 New
BC
405
Bayforest Capital
United Kingdom
$33.1K +$25.8K +276 +541%
Optiver Holding
406
Optiver Holding
Netherlands
$30K +$22.8K +244 +469%
UB
407
UMB Bank
Missouri
$28.1K +$7.1K +76 +38%
CFB
408
Cullen/Frost Bankers
Texas
$27.6K +$25.5K +273 New
AF
409
Allworth Financial
California
$25.5K +$18.9K +202 +404%
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$25.1K -$132K -1,413 -85%
RFP
411
Root Financial Partners
California
$24.5K +$22.6K +242 New
SS
412
SBI Securities
Japan
$24.3K -$467 -5 -2%
BIA
413
Bell Investment Advisors
California
$23.9K -$5.89K -63 -21%
S
414
SignatureFD
Georgia
$23.4K +$747 +8 +4%
BBHC
415
Brown Brothers Harriman & Co
New York
$22.2K +$11.4K +122 +126%
JWM
416
JPL Wealth Management
Colorado
$20.2K +$18.7K +200 New
MTC
417
Matrix Trust Company
Colorado
$19K +$17.6K +188 New
CA
418
Clearstead Advisors
Ohio
$18.9K +$9.06K +97 +108%
RIL
419
Rothschild Investment LLC
Illinois
$18.1K +$5.51K +59 +49%
W
420
WealthCollab
Washington
$17.6K
RA
421
Rise Advisors
New York
$14.7K
Group One Trading
422
Group One Trading
Illinois
$14.1K +$13K +139 New
PWMG
423
Private Wealth Management Group
New Jersey
$12.4K
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$11.9K
WSCM
425
Wellington Shields Capital Management
New York
$11.9K

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.