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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
RTL
426
Red Tortoise LLC
Georgia
$4.17K
WIM
427
Westside Investment Management
California
$3.55K
AAS
428
Ameritas Advisory Services
Nebraska
$3.48K +$3.16K +39 New
PA
429
Parallel Advisors
California
$3.29K
FHA
430
First Horizon Advisors
Tennessee
$3.11K -$567 -7 -17%
WTC
431
WhitTier Trust Company
Nevada
$2.66K
TWD
432
True Wealth Design
Ohio
$2.22K +$1.13K +14 +127%
SS
433
Sunbelt Securities
Texas
$2.18K
BFS
434
Bare Financial Services
Pennsylvania
$2.13K
HNB
435
Huntington National Bank
Ohio
$1.86K -$5.59K -69 -77%
AGWCA
436
Annis Gardner Whiting Capital Advisors
Florida
$1.78K +$1.62K +20 New
CT
437
Clearstead Trust
Maine
$1.69K +$1.54K +19 New
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$162 +2 +13%
RS
439
Rakuten Securities
Japan
$1.51K +$1.22K +15 +750%
BWL
440
Bogart Wealth LLC
Virginia
$1.24K +$1.13K +14 New
CIAM
441
Caitong International Asset Management
Hong Kong
$1.15K +$1.05K +13 New
SIC
442
SJS Investment Consulting
Ohio
$1.07K -$648 -8 -40%
RWM
443
Rialto Wealth Management
New York
$1.07K +$486 +6 +100%
PMAM
444
Picton Mahoney Asset Management
Ontario, Canada
$1K
FNWA
445
Financial Network Wealth Advisors
Utah
$799
HFS
446
Hughes Financial Services
Virginia
$649 -$405 -5 -42%
BGAI
447
Bruce G. Allen Investments
Colorado
$533 -$81 -1 -14%
HIA
448
HFM Investment Advisors
New Jersey
$533 +$324 +4 +200%
PWMG
449
Prestige Wealth Management Group
New Jersey
$444 +$405 +5 New
AWM
450
Abound Wealth Management
Tennessee
$356

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.