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Jackson Financial

454 hedge funds and large institutions have $5.6B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 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 (+$212M)

0.27% less ownership

Funds ownership: 88.51%88.24% (-0.27%)

8% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 178

Holders
454
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
WTC
426
WhitTier Trust Company
Nevada
$2.66K
TWD
427
True Wealth Design
Ohio
$2.22K
SS
428
Sunbelt Securities
Texas
$2.18K
BFS
429
Bare Financial Services
Pennsylvania
$2.13K
HNB
430
Huntington National Bank
Ohio
$1.86K
AGWCA
431
Annis Gardner Whiting Capital Advisors
Florida
$1.78K
CT
432
Clearstead Trust
Maine
$1.69K
DPW
433
DiNuzzo Private Wealth
Pennsylvania
$1.6K
RS
434
Rakuten Securities
Japan
$1.51K
BWL
435
Bogart Wealth LLC
Virginia
$1.24K
CIAM
436
Caitong International Asset Management
Hong Kong
$1.15K
SIC
437
SJS Investment Consulting
Ohio
$1.07K
RWM
438
Rialto Wealth Management
New York
$1.07K
PMAM
439
Picton Mahoney Asset Management
Ontario, Canada
$1K
FNWA
440
Financial Network Wealth Advisors
Utah
$799
HFS
441
Hughes Financial Services
Virginia
$649
BGAI
442
Bruce G. Allen Investments
Colorado
$533
HIA
443
HFM Investment Advisors
New Jersey
$533
PWMG
444
Prestige Wealth Management Group
New Jersey
$444
AWM
445
Abound Wealth Management
Tennessee
$356
BHWM
446
Bay Harbor Wealth Management
Maryland
$266
ME
447
McIlrath & Eck
Washington
$266
NC
448
NewSquare Capital
Pennsylvania
$266
RCM
449
Raleigh Capital Management
North Carolina
$182
PWM
450
Parkworth Wealth Management
California
$178