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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
426
Glen Eagle Advisors
New Jersey
$10.4K
FFO
427
Fortitude Family Office
Arizona
$10K
HWM
428
Hemington Wealth Management
Virginia
$10K +$1.31K +14 +15%
WANY
429
Wealthspire Advisors (New York)
New York
$9.62K +$8.88K +95 New
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$9.21K
ACM
431
Accent Capital Management
Ohio
$9.01K
LWMI
432
Legacy Wealth Management (Idaho)
Idaho
$8.91K
FIM
433
FWL Investment Management
Texas
$8.1K +$7.47K +80 New
LFG
434
Larson Financial Group
Missouri
$7.95K -$934 -10 -11%
CMBA
435
C.M. Bidwell & Associates
Hawaii
$7.69K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$6.68K
SP
437
Saranac Partners
$6.68K +$6.17K +66 New
QCG
438
Quadrant Capital Group
Ohio
$6.38K +$5.89K +63 New
JWA
439
JFS Wealth Advisors
Pennsylvania
$5.87K
DWM
440
Dogwood Wealth Management
Kansas
$5.57K
MCM
441
MAI Capital Management
Ohio
$5.47K -$2.8K -30 -36%
SS
442
Sunbelt Securities
Texas
$5.47K +$2.71K +29 +116%
BFS
443
Bare Financial Services
Pennsylvania
$5.26K +$2.62K +28 +117%
EPIME
444
Evelyn Partners Investment Management (Europe)
$5.16K
VWWMG
445
Vermillion & White Wealth Management Group
Pennsylvania
$4.96K
HNW
446
High Note Wealth
Minnesota
$4.86K +$93 +1 +2%
RTL
447
Red Tortoise LLC
Georgia
$4.76K
Barrow, Hanley, Mewhinney & Strauss
448
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.66K +$4.3K +46 New
TWD
449
True Wealth Design
Ohio
$4.56K +$1.87K +20 +80%
MG
450
Mather Group
Illinois
$4.55K +$4.2K +45 New

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.