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Jackson Financial

450 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, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
6.03%
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
178
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
426
Huntington National Bank
Ohio
$1.87K -$6.13K -69 -77%
AGWCA
427
Annis Gardner Whiting Capital Advisors
Florida
$1.78K +$1.78K +20 New
CT
428
Clearstead Trust
Maine
$1.69K +$1.69K +19 New
DPW
429
DiNuzzo Private Wealth
Pennsylvania
$1.6K +$178 +2 +13%
RS
430
Rakuten Securities
Japan
$1.51K +$1.33K +15 +750%
BWL
431
Bogart Wealth LLC
Virginia
$1.24K +$1.24K +14 New
CIAM
432
Caitong International Asset Management
Hong Kong
$1.15K +$1.15K +13 New
SIC
433
SJS Investment Consulting
Ohio
$1.07K -$711 -8 -40%
RWM
434
Rialto Wealth Management
New York
$1.07K +$533 +6 +100%
PMAM
435
Picton Mahoney Asset Management
Ontario, Canada
$1K
FNWA
436
Financial Network Wealth Advisors
Utah
$799
HFS
437
Hughes Financial Services
Virginia
$649 -$464 -5 -42%
BGAI
438
Bruce G. Allen Investments
Colorado
$533 -$89 -1 -14%
HIA
439
HFM Investment Advisors
New Jersey
$533 +$355 +4 +200%
PWMG
440
Prestige Wealth Management Group
New Jersey
$444 +$444 +5 New
AWM
441
Abound Wealth Management
Tennessee
$356
ME
442
McIlrath & Eck
Washington
$266
BHWM
443
Bay Harbor Wealth Management
Maryland
$266
NC
444
NewSquare Capital
Pennsylvania
$266 +$266 +3 New
RCM
445
Raleigh Capital Management
North Carolina
$182 +$182 +2 New
PWM
446
Parkworth Wealth Management
California
$178 -$89 -1 -33%
FG
447
Fairman Group
Pennsylvania
$178
LI
448
LRI Investments
Florida
$89
ZBNA
449
Zions Bancorporation, National Association
Utah
$89
TIM
450
Tortoise Investment Management
New York
$89 +$89 +1 New