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Jackson Financial
JXN

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459 → 478 (+19)

2.62% less ownership

Funds ownership: 88.14% → 85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K

Top Buyers

1
DSC
Donald Smith & Co
New York
+$24.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$23.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19.3M
4
Amundi
Amundi
France
+$16.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$14.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$91.7M
2
Invesco
Invesco
Georgia
-$36.9M
3
Goldman Sachs
Goldman Sachs
New York
-$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$24.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
451
Westside Investment Management
California
$4.05K – – –
PA
452
Parallel Advisors
California
$3.75K – – –
RS
453
Rakuten Securities
Japan
$3.24K +$1.4K +15 +88%
WTC
454
WhitTier Trust Company
Nevada
$3.12K – – –
BI
455
Binnacle Investments
Iowa
$2.43K +$2.24K +24 New
HNB
456
Huntington National Bank
Ohio
$2.13K – – –
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$2.02K – – –
BWL
458
Bogart Wealth LLC
Virginia
$2.02K +$561 +6 +43%
CT
459
Clearstead Trust
Maine
$1.92K – – –
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$1.78K – – –
TPBG
461
Turning Point Benefit Group
Maryland
$1.72K +$1.59K +17 New
RWM
462
Rialto Wealth Management
New York
$1.42K +$187 +2 +17%
SIC
463
SJS Investment Consulting
Ohio
$1.22K – – –
CCM
464
Cloud Capital Management
Washington
$1K +$1.77K +19 New
FNWA
465
Financial Network Wealth Advisors
Utah
$911 – – –
RF
466
Rossby Financial
Florida
$911 +$841 +9 New
HFS
467
Hughes Financial Services
Virginia
$652 – – –
BGAI
468
Bruce G. Allen Investments
Colorado
$607 – – –
HIA
469
HFM Investment Advisors
New Jersey
$607 – – –
PWMG
470
Prestige Wealth Management Group
New Jersey
$507 – – –
CIAM
471
Caitong International Asset Management
Hong Kong
$405 -$841 -9 -69%
AWM
472
Abound Wealth Management
Tennessee
$405 – – –
FFA
473
Frazier Financial Advisors
Ohio
$405 +$374 +4 New
BHWM
474
Bay Harbor Wealth Management
Maryland
$404 +$93 +1 +33%
ME
475
McIlrath & Eck
Washington
$304 – – –
17 18
19
20 21

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.