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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
426
Medallion Wealth Advisors
Connecticut
$37.9K
PIM
427
Platinum Investment Management
Australia
$36.5K -$105K -1,056 -76%
PB
428
Pinnacle Bancorp
Nebraska
$36K
EPIMS
429
Evelyn Partners Investment Management Services
$35.9K -$9.85K -99 -23%
PIM
430
Plato Investment Management
Australia
$34.8K +$32.3K +325 New
CFB
431
Cullen/Frost Bankers
Texas
$34.6K +$5.07K +51 +19%
RIL
432
Rothschild Investment LLC
Illinois
$34.3K +$14.2K +143 +80%
RFP
433
Root Financial Partners
California
$29.2K +$3.18K +32 +13%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$28.2K +$1.59K +16 +6%
WAG
435
Wilkerson Advisory Group
Missouri
$24.4K +$22.8K +229 New
BIA
436
Bell Investment Advisors
California
$24K -$1.09K -11 -5%
S
437
SignatureFD
Georgia
$23.1K -$1.39K -14 -6%
SS
438
SBI Securities
Japan
$22.8K -$2.59K -26 -11%
KAS
439
Kemnay Advisory Services
New York
$22K +$20.5K +206 New
MTC
440
Matrix Trust Company
Colorado
$20K -$298 -3 -2%
LWMI
441
Legacy Wealth Management (Idaho)
Idaho
$19.2K +$9.15K +92 +105%
W
442
WealthCollab
Washington
$18.6K
BWA
443
Basecamp Wealth Advisors
Washington
$14.8K +$13.8K +139 New
PWMG
444
Private Wealth Management Group
New Jersey
$13K
Optiver Holding
445
Optiver Holding
Netherlands
$12.9K -$17.4K -175 -59%
RF
446
Rossby Financial
Florida
$12.9K +$11.1K +112 +1,244%
AAP
447
Arax Advisory Partners
Colorado
$12.6K -$391K -3,932 -97%
WSCM
448
Wellington Shields Capital Management
New York
$12.6K
ZBNA
449
Zions Bancorporation, National Association
Utah
$11.7K +$10.9K +110 New
GEA
450
Glen Eagle Advisors
New Jersey
$11K