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Jackson Financial

504 hedge funds and large institutions have $6.38B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 167 increasing their positions, 189 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

6% more capital invested

Capital invested by funds: $6.02B → $6.38B (+$358M)

2.58% more ownership

Funds ownership: 85.43%88.01% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 189

Holders
504
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.8M
Puts
$19.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
426
Root Financial Partners
California
$29.2K
Fifth Third Bancorp
427
Fifth Third Bancorp
Ohio
$28.2K
WAG
428
Wilkerson Advisory Group
Missouri
$24.4K
BIA
429
Bell Investment Advisors
California
$24K
S
430
SignatureFD
Georgia
$23.1K
SS
431
SBI Securities
Japan
$22.8K
KAS
432
Kemnay Advisory Services
New York
$22K
MTC
433
Matrix Trust Company
Colorado
$20K
LWMI
434
Legacy Wealth Management (Idaho)
Idaho
$19.2K
W
435
WealthCollab
Washington
$18.6K
PWMG
436
Private Wealth Management Group
New Jersey
$13K
Optiver Holding
437
Optiver Holding
Netherlands
$12.9K
RF
438
Rossby Financial
Florida
$12.9K
AAP
439
Arax Advisory Partners
Colorado
$12.6K
WSCM
440
Wellington Shields Capital Management
New York
$12.6K
ZBNA
441
Zions Bancorporation, National Association
Utah
$11.7K
GEA
442
Glen Eagle Advisors
New Jersey
$11K
TWD
443
True Wealth Design
Ohio
$10.9K
BBHC
444
Brown Brothers Harriman & Co
New York
$10.9K
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$10.9K
FFO
446
Fortitude Family Office
Arizona
$10.6K
CA
447
Clearstead Advisors
Ohio
$10.3K
ACM
448
Accent Capital Management
Ohio
$9.49K
LFG
449
Larson Financial Group
Missouri
$9.02K
JWA
450
JFS Wealth Advisors
Pennsylvania
$8.75K