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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
WSCM
451
Wellington Shields Capital Management
New York
$12.5K
RF
452
Rossby Financial
Florida
$12.3K
ZBNA
453
Zions Bancorporation, National Association
Utah
$11.6K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$11.1K
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
DB
458
Danske Bank
Denmark
$10.6K
KG
459
Kilter Group
New York
$9.62K
ACM
460
Accent Capital Management
Ohio
$9.41K
JWA
461
JFS Wealth Advisors
Pennsylvania
$9.09K
LFG
462
Larson Financial Group
Missouri
$9.05K
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$8.67K
OCWP
464
Owl Creek Wealth Partners
Colorado
$8.46K
CFO
465
CVA Family Office
Colorado
$8.25K
FIM
466
FWL Investment Management
Texas
$8.04K
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
WIM
475
Westside Investment Management
California
$4.23K