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Jackson Financial

454 hedge funds and large institutions have $5.5B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

42% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $32.8M

3% more funds holding

Funds holding: 439454 (+15)

2.31% less ownership

Funds ownership: 92.61%90.31% (-2.3%)

8% less capital invested

Capital invested by funds: $5.96B → $5.5B (-$467M)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
454
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
61
Increased
154
Reduced
179
Closed
38
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$43.8M -$799K -8,992 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$43.5M -$11.6M -131,066 -20%
Victory Capital Management
28
Victory Capital Management
Texas
$41.3M +$4.07M +45,807 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$36.6M +$35.5M +400,245 +1,076%
Principal Financial Group
30
Principal Financial Group
Iowa
$36M +$1.05M +11,805 +3%
WCM
31
Wedge Capital Management
North Carolina
$33.6M -$205K -2,313 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
32
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.4M -$16M -180,539 -32%
Jane Street
33
Jane Street
New York
$29.6M +$29.4M +330,720 +1,487%
HF
34
HRT Financial
New York
$27.9M +$23.4M +263,270 +375%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$26M -$3.45M -38,840 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.9M +$13.3M +150,000 +102%
Citigroup
37
Citigroup
New York
$23.2M +$6.8M +76,608 +38%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.2M +$7.17M +80,772 +44%
CSS
39
Cubist Systematic Strategies
Connecticut
$21.2M +$13.3M +149,799 +144%
Wells Fargo
40
Wells Fargo
California
$21.1M +$3.61M +40,688 +19%
Bank of America
41
Bank of America
North Carolina
$20.9M +$1.21M +13,677 +6%
Raymond James Financial
42
Raymond James Financial
Florida
$20.2M -$6.27M -70,606 -23%
FTIA
43
Four Tree Island Advisory
New Hampshire
$19.5M +$1.01M +11,333 +5%
Legal & General Group
44
Legal & General Group
United Kingdom
$19.5M -$897K -10,098 -4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$18.9M -$1.25M -14,056 -6%
UBS AM
46
UBS AM
Illinois
$17.7M +$655K +7,380 +4%
Ameriprise
47
Ameriprise
Minnesota
$17M -$8.91M -100,288 -33%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$16.9M -$26.6K -300 -0.1%
EIP
49
Easterly Investment Partners
Massachusetts
$16.8M +$6.32M +71,194 +55%
CS
50
Candriam SCA
Luxembourg
$16.7M -$1.49M -16,818 -8%

JXN Hedge Fund Activity: Q1 2025 in Review

454 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2025, worth a combined $5.5B — down 7.8% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JXN positions and 38 closed out — a net gain of 23 holders — while 154 added to existing stakes and 179 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $61.7M. The largest seller was First Trust Advisors, cutting an estimated $250M.

  • 454 institutional investors held Jackson Financial (JXN) as of Q1 2025, up from 439 in Q4 2024.
  • Funds reported $5.5B of Jackson Financial stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 61 funds opened new Jackson Financial positions in Q1 2025 and 38 closed out, a net change of +23 holders.
  • The largest Jackson Financial buyer in Q1 2025 was Assenagon Asset Management, an estimated $61.7M added.
  • The largest Jackson Financial seller in Q1 2025 was First Trust Advisors, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2025.