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Jackson Financial

512 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08%88.4% (+0.32%)

0% more funds holding

Funds holding: 512512 (0)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
512
Holders Change
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
426
Employees Retirement System of Texas
Texas
$40K
SEP
427
Signature Equity Partners
Ohio
$38.1K +$40.3K +360 New
MWA
428
Medallion Wealth Advisors
Connecticut
$37.5K
PB
429
Pinnacle Bancorp
Nebraska
$35.7K
EPIMS
430
Evelyn Partners Investment Management Services
$35.6K
HCA
431
Harbor Capital Advisors
Illinois
$35K -$99K -885 -73%
RIL
432
Rothschild Investment LLC
Illinois
$32.6K -$1.57K -14 -4%
BC
433
Bayforest Capital
United Kingdom
$26.3K +$27.9K +249 New
TPWA
434
Twin Peaks Wealth Advisors
California
$26.3K +$27.9K +249 New
S
435
SignatureFD
Georgia
$25K +$2.13K +19 +9%
WAG
436
Wilkerson Advisory Group
Missouri
$24.2K
BIA
437
Bell Investment Advisors
California
$24.2K +$447 +4 +2%
SS
438
SBI Securities
Japan
$23.6K +$1.01K +9 +4%
EI
439
EFG International
$21.2K -$38.8K -347 -63%
JWM
440
JPL Wealth Management
Colorado
$20.6K +$21.8K +195 New
MTC
441
Matrix Trust Company
Colorado
$20K +$224 +2 +1%
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$19K
BWA
443
Basecamp Wealth Advisors
Washington
$18.9K +$4.47K +40 +29%
W
444
WealthCollab
Washington
$18.4K
MCM
445
MAI Capital Management
Ohio
$18.2K +$12.2K +109 +173%
SGFG
446
Silver Grove Financial Group
New York
$17.9K +$18.9K +169 New
TWD
447
True Wealth Design
Ohio
$15K +$4.47K +40 +39%
SIS
448
Sound Income Strategies
Florida
$14.1K -$39K -349 -72%
FFO
449
Fortitude Family Office
Arizona
$13.5K +$3.24K +29 +29%
PWMG
450
Private Wealth Management Group
New Jersey
$12.9K

JXN Hedge Fund Activity: Q1 2026 in Review

512 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2026, worth a combined $6.61B — up 3.6% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JXN positions and 56 closed out — a net gain of 8 holders — while 187 added to existing stakes and 187 trimmed.

The largest buyer was TPG GP A, opening a new position worth an estimated $527M. The largest seller was Citadel Advisors, cutting an estimated $37.3M.

  • 512 institutional investors held Jackson Financial (JXN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.61B of Jackson Financial stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 64 funds opened new Jackson Financial positions in Q1 2026 and 56 closed out, a net change of +8 holders.
  • The largest Jackson Financial buyer in Q1 2026 was TPG GP A, an estimated $527M added.
  • The largest Jackson Financial seller in Q1 2026 was Citadel Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2026.