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Jackson Financial

471 hedge funds and large institutions have $6.02B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 156 increasing their positions, 181 reducing their positions, and 40 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:

2.83% less ownership

Funds ownership: 88.25%85.42% (-2.8%)

14% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 181

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
471
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 +$26.9M
2 +$25.6M
3 +$20.9M
4
Amundi
Amundi
France
+$18.4M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.8M

Top Sellers

1 -$99.3M
2 -$40M
3 -$29.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$26.4M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
426
FWL Investment Management
Texas
$8.1K
LFG
427
Larson Financial Group
Missouri
$7.95K
CMBA
428
C.M. Bidwell & Associates
Hawaii
$7.69K
PFBT
429
Parkside Financial Bank & Trust
Missouri
$6.68K
SP
430
Saranac Partners
$6.68K
QCG
431
Quadrant Capital Group
Ohio
$6.38K
JWA
432
JFS Wealth Advisors
Pennsylvania
$5.87K
DWM
433
Dogwood Wealth Management
Kansas
$5.57K
MCM
434
MAI Capital Management
Ohio
$5.47K
SS
435
Sunbelt Securities
Texas
$5.47K
BFS
436
Bare Financial Services
Pennsylvania
$5.26K
EPIME
437
Evelyn Partners Investment Management (Europe)
$5.16K
VWWMG
438
Vermillion & White Wealth Management Group
Pennsylvania
$4.96K
HNW
439
High Note Wealth
Minnesota
$4.86K
RTL
440
Red Tortoise LLC
Georgia
$4.76K
Barrow, Hanley, Mewhinney & Strauss
441
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.66K
TWD
442
True Wealth Design
Ohio
$4.56K
MG
443
Mather Group
Illinois
$4.55K
WIM
444
Westside Investment Management
California
$4.05K
PA
445
Parallel Advisors
California
$3.75K
RS
446
Rakuten Securities
Japan
$3.24K
WTC
447
WhitTier Trust Company
Nevada
$3.12K
BI
448
Binnacle Investments
Iowa
$2.43K
HNB
449
Huntington National Bank
Ohio
$2.13K
AGWCA
450
Annis Gardner Whiting Capital Advisors
Florida
$2.02K