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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$99.7K
EP
402
Essential Partners
California
$94.4K +$13.9K +140 +19%
CMBA
403
C.M. Bidwell & Associates
Hawaii
$90.8K +$77.1K +775 +1,020%
VCM
404
Versant Capital Management
Arizona
$89.2K +$597 +6 +0.7%
C
405
Covestor
United Kingdom
$85K -$31K -312 -28%
HFS
406
Hantz Financial Services
Michigan
$81K +$7.46K +75 +11%
SWM
407
Spire Wealth Management
Virginia
$74.7K
Simplex Trading
408
Simplex Trading
Illinois
$74.5K +$69.5K +699 New
Los Angeles Capital Management
409
Los Angeles Capital Management
California
$74K +$74.7K +751 New
BSC
410
Brown Shipley & Co
United Kingdom
$68.3K
TM
411
Torren Management
California
$60.5K +$56.4K +567 New
CFD
412
Creative Financial Designs
Indiana
$58.8K
EI
413
EFG International
$58.3K +$54.4K +547 New
Pacer Advisors
414
Pacer Advisors
Pennsylvania
$57.4K -$5.67K -57 -10%
SL
415
Salomon & Ludwin
Virginia
$56.2K +$18.6K +187 +58%
SIS
416
Sound Income Strategies
Florida
$54.8K +$9.75K +98 +25%
II
417
Inspire Investing
Idaho
$53.3K +$49.7K +500 New
BTI
418
Blue Trust Inc
Georgia
$48.5K +$298 +3 +0.7%
HI
419
Harbour Investments
Wisconsin
$48.2K +$298 +3 +0.7%
NS
420
NBC Securities
Alabama
$48K
Mitsubishi UFJ Asset Management
421
Mitsubishi UFJ Asset Management
Japan
$47.1K
AF
422
Allworth Financial
California
$45.3K +$17.2K +173 +69%
UB
423
UMB Bank
Missouri
$41.8K +$11.3K +114 +41%
OC
424
Optima Capital
Oregon
$41.8K +$39K +392 New
ERSOT
425
Employees Retirement System of Texas
Texas
$40K