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Jackson Financial

508 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 57 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% less funds holding

Funds holding: 510508 (-2)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
508
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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$40.1M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37.6M
Principal Financial Group
28
Principal Financial Group
Iowa
$36.4M
Bank of America
29
Bank of America
North Carolina
$34.4M
Invesco
30
Invesco
Georgia
$34.2M
AQR Capital Management
31
AQR Capital Management
Connecticut
$32.4M
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31.5M
WCM
33
Wedge Capital Management
North Carolina
$30.8M
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$29.8M
Raymond James Financial
35
Raymond James Financial
Florida
$28.2M
SEI Investments
36
SEI Investments
Pennsylvania
$26.7M
FTIA
37
Four Tree Island Advisory
New Hampshire
$24.5M
First Trust Advisors
38
First Trust Advisors
Illinois
$23.8M
Russell Investments Group
39
Russell Investments Group
United Kingdom
$23.5M
Allianz Asset Management
40
Allianz Asset Management
Germany
$22.9M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$22.1M
EIP
42
Easterly Investment Partners
Massachusetts
$22.1M
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$21.9M
AG
44
Algert Global
California
$21.5M
LPL Financial
45
LPL Financial
California
$21.4M
Amundi
46
Amundi
France
$21.4M
IWA
47
IBEX Wealth Advisors
New Jersey
$21.1M
Two Sigma Investments
48
Two Sigma Investments
New York
$20.8M
Wells Fargo
49
Wells Fargo
California
$20.4M
KCM
50
Kennedy Capital Management
Missouri
$20M