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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
Nuveen
26
Nuveen
North Carolina
$46.6M +$2.42M +22,343 +5%
AG
27
Algert Global
California
$37.5M +$17.7M +163,006 +80%
JP Morgan Chase
28
JP Morgan Chase
New York
$36.5M -$15.8M -145,771 -30%
Principal Financial Group
29
Principal Financial Group
Iowa
$34.5M -$763K -7,046 -2%
WCM
30
Wedge Capital Management
North Carolina
$31.8M +$2.02M +18,666 +6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$30.1M -$1.41M -13,007 -4%
Citigroup
32
Citigroup
New York
$30M +$12.7M +117,263 +67%
Two Sigma Investments
33
Two Sigma Investments
New York
$29.4M +$9.82M +90,658 +46%
Invesco
34
Invesco
Georgia
$29.1M -$4.25M -39,226 -12%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$29M +$6.07M +56,014 +25%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.5M -$2.1M -19,357 -6%
Bank of America
37
Bank of America
North Carolina
$27.9M -$5.66M -52,268 -16%
Citadel Advisors
38
Citadel Advisors
Florida
$27.7M +$25.8M +238,048 +732%
Wells Fargo
39
Wells Fargo
California
$27.2M +$7.83M +72,314 +37%
Renaissance Technologies
40
Renaissance Technologies
New York
$26.7M +$17.1M +157,800 +154%
EIP
41
Easterly Investment Partners
Massachusetts
$26.1M +$4.98M +45,938 +22%
SEI Investments
42
SEI Investments
Pennsylvania
$25.5M -$422K -3,896 -2%
Raymond James Financial
43
Raymond James Financial
Florida
$25.4M -$2.01M -18,522 -7%
Jane Street
44
Jane Street
New York
$24.4M +$16.1M +148,179 +165%
FTIA
45
Four Tree Island Advisory
New Hampshire
$24.3M +$609K +5,623 +2%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$24.2M +$3.13M +28,850 +14%
UBS Group
47
UBS Group
Switzerland
$24M +$19.4M +178,865 +325%
LPL Financial
48
LPL Financial
California
$23.6M +$3.06M +28,274 +14%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$23.5M +$17.3M +159,323 +227%
IWA
50
IBEX Wealth Advisors
New Jersey
$20.6M +$181K +1,668 +0.8%

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.