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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
476
WhitTier Trust Company
Nevada
$3.4K
KCM
477
Key Capital Management
Tennessee
$3.2K +$2.98K +30 New
SIC
478
SJS Investment Consulting
Ohio
$2.67K +$1.29K +13 +108%
Northwestern Mutual Wealth Management
479
Northwestern Mutual Wealth Management
Wisconsin
$2.67K +$2.49K +25 New
EW
480
Elyxium Wealth
California
$2.35K +$2.19K +22 New
AGWCA
481
Annis Gardner Whiting Capital Advisors
Florida
$2.13K
BWL
482
Bogart Wealth LLC
Virginia
$2.13K
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$1.92K
TPBG
484
Turning Point Benefit Group
Maryland
$1.81K
RWM
485
Rialto Wealth Management
New York
$1.71K +$199 +2 +14%
CFM
486
Cornerstone Financial Management
Massachusetts
$1.71K +$1.59K +16 New
GFA
487
Godfrey Financial Associates
New York
$1.71K +$1.59K +16 New
BP
488
BNP Paribas
France
$1.49K +$1.39K +14 New
AA
489
Addison Advisors
Vermont
$1.39K +$1.29K +13 New
AW
490
Ankerstar Wealth
Texas
$1.17K +$1.09K +11 New
HNB
491
Huntington National Bank
Ohio
$1.07K -$1.09K -11 -52%
AFC
492
Ares Financial Consulting
California
$1.07K +$995 +10 New
PWA
493
Physician Wealth Advisors
Utah
$1.07K +$995 +10 New
FNWA
494
Financial Network Wealth Advisors
Utah
$960
GWM
495
Gilpin Wealth Management
Colorado
$854 +$796 +8 New
BHWM
496
Bay Harbor Wealth Management
Maryland
$853 +$398 +4 +100%
HFS
497
Hughes Financial Services
Virginia
$747
BGAI
498
Bruce G. Allen Investments
Colorado
$640
HIA
499
HFM Investment Advisors
New Jersey
$640
FHA
500
Flagship Harbor Advisors
Massachusetts
$537 +$497 +5 New