We are live on ! Find out more
JXN icon

Jackson Financial

503 hedge funds and large institutions have $6.45B invested in Jackson Financial in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 194 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 88.41%90.16% (+1.8%)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $6.61B → $6.45B (-$158M)

6% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 194

2% less funds holding

Funds holding: 515503 (-12)

77% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $84.3M

Holders
503
Holders Change
-12
Holders Change %
-2.33%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
182
Reduced
194
Closed
51
Calls
$19.4M
Puts
$84.3M
Net Calls
-$65M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
451
Bare Financial Services
Pennsylvania
$7.88K +$2.49K +23 +43%
CMBA
452
C.M. Bidwell & Associates
Hawaii
$7.78K -$63.6K -587 -89%
RF
453
Rossby Financial
Florida
$7.58K -$4.66K -43 -37%
PMAM
454
Picton Mahoney Asset Management
Ontario, Canada
$6.76K -$1.76M -16,245 -100%
VWA
455
Valued Wealth Advisors
Utah
$6.14K +$6.28K +58 +2,900%
HNB
456
Huntington National Bank
Ohio
$5.73K +$4.98K +46 +460%
DWM
457
Dogwood Wealth Management
Kansas
$5.63K
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$5.43K +$5.74K +53 New
QL
459
Quarry LP
New York
$5.43K +$5.74K +53 New
HNW
460
High Note Wealth
Minnesota
$4.81K
S
461
Sachetta
Massachusetts
$4.71K +$4.98K +46 New
MG
462
Mather Group
Illinois
$4.61K
WIM
463
Westside Investment Management
California
$4.1K
WTC
464
WhitTier Trust Company
Nevada
$3.28K
CCMI
465
Creative Capital Management Investments
California
$2.77K +$2.92K +27 New
BWL
466
Bogart Wealth LLC
Virginia
$2.66K +$1.3K +12 +86%
TM
467
Torren Management
California
$2.61K
PWMG
468
Prestige Wealth Management Group
New Jersey
$2.25K +$1.08K +10 +83%
BAM
469
Bellevue Asset Management
Washington
$2.25K +$2.38K +22 New
RWM
470
Rialto Wealth Management
New York
$2.15K +$108 +1 +5%
SWAG
471
Spectrum Wealth Advisory Group
California
$2.05K +$2.17K +20 New
WETS
472
Wealth Enhancement Trust Services
South Dakota
$1.95K +$2.06K +19 New
DPW
473
DiNuzzo Private Wealth
Pennsylvania
$1.84K
BHWM
474
Bay Harbor Wealth Management
Maryland
$1.74K +$542 +5 +42%
CFM
475
Cornerstone Financial Management
Massachusetts
$1.64K

JXN Hedge Fund Activity: Q2 2026 in Review

503 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2026, worth a combined $6.45B — down 2.4% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JXN positions and 51 closed out — a net gain of 2 holders — while 182 added to existing stakes and 194 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $31.1M.

  • 503 institutional investors held Jackson Financial (JXN) as of Q2 2026, down from 515 in Q1 2026.
  • Funds reported $6.45B of Jackson Financial stock for Q2 2026, down 2.4% quarter-over-quarter.
  • 53 funds opened new Jackson Financial positions in Q2 2026 and 51 closed out, a net change of +2 holders.
  • The largest Jackson Financial buyer in Q2 2026 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest Jackson Financial seller in Q2 2026 was Schroder Investment Management Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2026.