We are live on ! Find out more
JXN icon

Jackson Financial
JXN

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

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08% → 88.4% (+0.32%)

0% more funds holding

Funds holding: 512 → 512 (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: 6 → 5 (-1)

Holders
512
Holders Change
–
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M

Top Buyers

1
TGA
TPG GP A
Texas
+$527M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.6M
3
BlackRock
BlackRock
New York
+$27.9M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$20.9M
5
LSV Asset Management
LSV Asset Management
Illinois
+$18.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$37.3M
2
Jane Street
Jane Street
New York
-$32.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$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
PA
476
Parallel Advisors
California
$4.12K – – –
WTC
477
WhitTier Trust Company
Nevada
$3.18K – – –
CFB
478
Cullen/Frost Bankers
Texas
$3.04K -$33K -295 -91%
SIC
479
SJS Investment Consulting
Ohio
$2.85K +$224 +2 +8%
TM
480
Torren Management
California
$2.69K -$60.6K -542 -96%
AGWCA
481
Annis Gardner Whiting Capital Advisors
Florida
$2.43K +$336 +3 +15%
RWM
482
Rialto Wealth Management
New York
$2.12K +$447 +4 +25%
DPW
483
DiNuzzo Private Wealth
Pennsylvania
$1.9K – – –
CFM
484
Cornerstone Financial Management
Massachusetts
$1.69K – – –
GFA
485
Godfrey Financial Associates
New York
$1.69K – – –
CPG
486
Cornerstone Planning Group
New Jersey
$1.52K +$1.57K +14 New
GWM
487
Gilpin Wealth Management
Colorado
$1.48K +$671 +6 +75%
BWL
488
Bogart Wealth LLC
Virginia
$1.48K -$671 -6 -30%
PWMG
489
Prestige Wealth Management Group
New Jersey
$1.27K +$783 +7 +140%
BHWM
490
Bay Harbor Wealth Management
Maryland
$1.27K +$447 +4 +50%
AW
491
Ankerstar Wealth
Texas
$1.16K – – –
PWA
492
Physician Wealth Advisors
Utah
$1.06K – – –
HNB
493
Huntington National Bank
Ohio
$1.06K – – –
HFS
494
Hughes Financial Services
Virginia
$1.06K +$336 +3 +43%
B
495
Bayban
Minnesota
$1.06K +$1.12K +10 New
AFC
496
Ares Financial Consulting
California
$1.05K – – –
EPIME
497
Evelyn Partners Investment Management (Europe)
$740 -$4.92K -44 -86%
HIA
498
HFM Investment Advisors
New Jersey
$740 +$112 +1 +17%
BGAI
499
Bruce G. Allen Investments
Colorado
$634 – – –
IWS
500
Intentional Wealth Strategies
Colorado
$423 +$447 +4 New
18 19
20
21 22

JXN Hedge Fund Activity: Q1 2026 in Review

512 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2026, worth a combined $6.61B — up 3.6% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new JXN positions and 56 closed out — a net gain of 8 holders — while 187 added to existing stakes and 187 trimmed.

The largest buyer was TPG GP A, opening a new position worth an estimated $527M. The largest seller was Citadel Advisors, cutting an estimated $37.3M.

  • 512 institutional investors held Jackson Financial (JXN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $6.61B of Jackson Financial stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 64 funds opened new Jackson Financial positions in Q1 2026 and 56 closed out, a net change of +8 holders.
  • The largest Jackson Financial buyer in Q1 2026 was TPG GP A, an estimated $527M added.
  • The largest Jackson Financial seller in Q1 2026 was Citadel Advisors, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2026.