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Jackson Financial

509 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 184 increasing their positions, 187 reducing their positions, and 57 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 510509 (-1)

2% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.7M
Puts
$23.9M
Net Calls
Net Calls Change

Top Sellers

1 -$37.3M
2 -$32.2M
3 -$28.6M
4
Morgan Stanley
Morgan Stanley
New York
-$20M
5
ML
Maniro Ltd
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
426
Medallion Wealth Advisors
Connecticut
$37.5K
PB
427
Pinnacle Bancorp
Nebraska
$35.7K
EPIMS
428
Evelyn Partners Investment Management Services
$35.6K
HCA
429
Harbor Capital Advisors
Illinois
$35K
RIL
430
Rothschild Investment LLC
Illinois
$32.6K
TPWA
431
Twin Peaks Wealth Advisors
California
$26.3K
BC
432
Bayforest Capital
United Kingdom
$26.3K
S
433
SignatureFD
Georgia
$25K
WAG
434
Wilkerson Advisory Group
Missouri
$24.2K
BIA
435
Bell Investment Advisors
California
$24.2K
SS
436
SBI Securities
Japan
$23.6K
EI
437
EFG International
$21.2K
JWM
438
JPL Wealth Management
Colorado
$20.6K
MTC
439
Matrix Trust Company
Colorado
$20K
LWMI
440
Legacy Wealth Management (Idaho)
Idaho
$19K
W
441
WealthCollab
Washington
$18.4K
MCM
442
MAI Capital Management
Ohio
$18.2K
SGFG
443
Silver Grove Financial Group
New York
$17.9K
TWD
444
True Wealth Design
Ohio
$15K
SIS
445
Sound Income Strategies
Florida
$14.1K
FFO
446
Fortitude Family Office
Arizona
$13.5K
PWMG
447
Private Wealth Management Group
New Jersey
$12.9K
WSCM
448
Wellington Shields Capital Management
New York
$12.5K
RF
449
Rossby Financial
Florida
$12.3K
ZBNA
450
Zions Bancorporation, National Association
Utah
$11.6K