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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
451
True Wealth Design
Ohio
$10.9K +$5.67K +57 +127%
BBHC
452
Brown Brothers Harriman & Co
New York
$10.9K -$11.6K -117 -53%
MPWT
453
MassMutual Private Wealth & Trust
Connecticut
$10.9K -$1.59K -16 -14%
FFO
454
Fortitude Family Office
Arizona
$10.6K
CA
455
Clearstead Advisors
Ohio
$10.3K -$8.95K -90 -48%
ACM
456
Accent Capital Management
Ohio
$9.49K
LFG
457
Larson Financial Group
Missouri
$9.02K +$597 +6 +8%
JWA
458
JFS Wealth Advisors
Pennsylvania
$8.75K +$2.39K +24 +41%
CLOS
459
Compagnie Lombard Odier SCmA
Switzerland
$8.74K -$895 -9 -10%
SAG
460
SageView Advisory Group
California
$8.32K +$7.76K +78 New
PFBT
461
Parkside Financial Bank & Trust
Missouri
$7.04K
MCM
462
MAI Capital Management
Ohio
$6.72K +$895 +9 +17%
QCG
463
Quadrant Capital Group
Ohio
$6.51K -$199 -2 -3%
Barrow, Hanley, Mewhinney & Strauss
464
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.08K +$1.09K +11 +24%
DWM
465
Dogwood Wealth Management
Kansas
$5.87K
SS
466
Sunbelt Securities
Texas
$5.76K
BFS
467
Bare Financial Services
Pennsylvania
$5.76K +$199 +2 +4%
EPIME
468
Evelyn Partners Investment Management (Europe)
$5.44K
VWWMG
469
Vermillion & White Wealth Management Group
Pennsylvania
$5.23K
HNW
470
High Note Wealth
Minnesota
$5.01K -$99 -1 -2%
RTL
471
Red Tortoise LLC
Georgia
$5.01K
KFAS
472
Keating Financial Advisory Services
Kansas
$4.37K +$4.08K +41 New
WIM
473
Westside Investment Management
California
$4.27K
PA
474
Parallel Advisors
California
$4.16K +$199 +2 +5%
KG
475
Kilter Group
New York
$3.73K +$3.48K +35 New