We are live on ! Find out more
JXN icon

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
WSCM
451
Wellington Shields Capital Management
New York
$12.5K
RF
452
Rossby Financial
Florida
$12.3K -$447 -4 -3%
ZBNA
453
Zions Bancorporation, National Association
Utah
$11.6K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$336 +3 +3%
GEA
455
Glen Eagle Advisors
New Jersey
$10.9K
BBHC
456
Brown Brothers Harriman & Co
New York
$10.8K
KFAS
457
Keating Financial Advisory Services
Kansas
$10.7K +$6.71K +60 +146%
DB
458
Danske Bank
Denmark
$10.6K -$123K -1,100 -92%
KG
459
Kilter Group
New York
$9.62K +$6.26K +56 +160%
ACM
460
Accent Capital Management
Ohio
$9.41K
JWA
461
JFS Wealth Advisors
Pennsylvania
$9.09K +$447 +4 +5%
LFG
462
Larson Financial Group
Missouri
$9.05K +$112 +1 +1%
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$8.67K
OCWP
464
Owl Creek Wealth Partners
Colorado
$8.46K +$8.95K +80 New
CFO
465
CVA Family Office
Colorado
$8.25K +$8.72K +78 New
FIM
466
FWL Investment Management
Texas
$8.04K +$8.5K +76 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$6.98K
QCG
468
Quadrant Capital Group
Ohio
$6.45K
DWM
469
Dogwood Wealth Management
Kansas
$5.82K
BFS
470
Bare Financial Services
Pennsylvania
$5.71K
SS
471
Sunbelt Securities
Texas
$5.71K
HNW
472
High Note Wealth
Minnesota
$4.97K
RTL
473
Red Tortoise LLC
Georgia
$4.97K
MG
474
Mather Group
Illinois
$4.76K +$5.03K +45 New
WIM
475
Westside Investment Management
California
$4.23K

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.