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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

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% 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 %
% 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
ERSOT
426
Employees Retirement System of Texas
Texas
$40K
SEP
427
Signature Equity Partners
Ohio
$38.1K
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
RIL
432
Rothschild Investment LLC
Illinois
$32.6K
BC
433
Bayforest Capital
United Kingdom
$26.3K
TPWA
434
Twin Peaks Wealth Advisors
California
$26.3K
S
435
SignatureFD
Georgia
$25K
WAG
436
Wilkerson Advisory Group
Missouri
$24.2K
BIA
437
Bell Investment Advisors
California
$24.2K
SS
438
SBI Securities
Japan
$23.6K
EI
439
EFG International
$21.2K
JWM
440
JPL Wealth Management
Colorado
$20.6K
MTC
441
Matrix Trust Company
Colorado
$20K
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$19K
BWA
443
Basecamp Wealth Advisors
Washington
$18.9K
W
444
WealthCollab
Washington
$18.4K
MCM
445
MAI Capital Management
Ohio
$18.2K
SGFG
446
Silver Grove Financial Group
New York
$17.9K
TWD
447
True Wealth Design
Ohio
$15K
SIS
448
Sound Income Strategies
Florida
$14.1K
FFO
449
Fortitude Family Office
Arizona
$13.5K
PWMG
450
Private Wealth Management Group
New Jersey
$12.9K