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Jackson Financial

475 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 158 increasing their positions, 180 reducing their positions, and 39 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 funds holding

Funds holding:

2.66% less ownership

Funds ownership: 88.1%85.44% (-2.7%)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
475
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
$43.7M
Puts
$22.4M
Net Calls
Net Calls Change

Top Buyers

1 +$24.8M
2 +$23.6M
3 +$19.3M
4
Amundi
Amundi
France
+$16.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$14.6M

Top Sellers

1 -$91.7M
2 -$36.9M
3 -$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$24.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
426
Wealthspire Advisors (New York)
New York
$9.62K
CLOS
427
Compagnie Lombard Odier SCmA
Switzerland
$9.21K
ACM
428
Accent Capital Management
Ohio
$9.01K
LWMI
429
Legacy Wealth Management (Idaho)
Idaho
$8.91K
FIM
430
FWL Investment Management
Texas
$8.1K
LFG
431
Larson Financial Group
Missouri
$7.95K
CMBA
432
C.M. Bidwell & Associates
Hawaii
$7.69K
PFBT
433
Parkside Financial Bank & Trust
Missouri
$6.68K
SP
434
Saranac Partners
$6.68K
QCG
435
Quadrant Capital Group
Ohio
$6.38K
JWA
436
JFS Wealth Advisors
Pennsylvania
$5.87K
DWM
437
Dogwood Wealth Management
Kansas
$5.57K
MCM
438
MAI Capital Management
Ohio
$5.47K
SS
439
Sunbelt Securities
Texas
$5.47K
BFS
440
Bare Financial Services
Pennsylvania
$5.26K
EPIME
441
Evelyn Partners Investment Management (Europe)
$5.16K
VWWMG
442
Vermillion & White Wealth Management Group
Pennsylvania
$4.96K
HNW
443
High Note Wealth
Minnesota
$4.86K
RTL
444
Red Tortoise LLC
Georgia
$4.76K
Barrow, Hanley, Mewhinney & Strauss
445
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.66K
TWD
446
True Wealth Design
Ohio
$4.56K
MG
447
Mather Group
Illinois
$4.55K
WIM
448
Westside Investment Management
California
$4.05K
PA
449
Parallel Advisors
California
$3.75K
RS
450
Rakuten Securities
Japan
$3.24K