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Jackson Financial

508 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 57 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 ownership

Funds ownership:

0% less funds holding

Funds holding: 510508 (-2)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
508
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
$28.7M
Puts
$23.9M
Net Calls
Net Calls Change

Top Sellers

1 -$37.3M
2 -$32.2M
3 -$28.6M
4
Morgan Stanley
Morgan Stanley
New York
-$20M
5
ML
Maniro Ltd
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
426
Pinnacle Bancorp
Nebraska
$35.7K
EPIMS
427
Evelyn Partners Investment Management Services
$35.6K
HCA
428
Harbor Capital Advisors
Illinois
$35K
RIL
429
Rothschild Investment LLC
Illinois
$32.6K
BC
430
Bayforest Capital
United Kingdom
$26.3K
TPWA
431
Twin Peaks Wealth Advisors
California
$26.3K
S
432
SignatureFD
Georgia
$25K
WAG
433
Wilkerson Advisory Group
Missouri
$24.2K
BIA
434
Bell Investment Advisors
California
$24.2K
SS
435
SBI Securities
Japan
$23.6K
EI
436
EFG International
$21.2K
JWM
437
JPL Wealth Management
Colorado
$20.6K
MTC
438
Matrix Trust Company
Colorado
$20K
LWMI
439
Legacy Wealth Management (Idaho)
Idaho
$19K
W
440
WealthCollab
Washington
$18.4K
MCM
441
MAI Capital Management
Ohio
$18.2K
SGFG
442
Silver Grove Financial Group
New York
$17.9K
TWD
443
True Wealth Design
Ohio
$15K
SIS
444
Sound Income Strategies
Florida
$14.1K
FFO
445
Fortitude Family Office
Arizona
$13.5K
PWMG
446
Private Wealth Management Group
New Jersey
$12.9K
WSCM
447
Wellington Shields Capital Management
New York
$12.5K
RF
448
Rossby Financial
Florida
$12.3K
ZBNA
449
Zions Bancorporation, National Association
Utah
$11.6K
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$11.1K