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Jackson Financial

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

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% more funds holding

Funds holding: 512512 (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: 65 (-1)

Holders
512
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
PA
476
Parallel Advisors
California
$4.12K
WTC
477
WhitTier Trust Company
Nevada
$3.18K
CFB
478
Cullen/Frost Bankers
Texas
$3.04K
SIC
479
SJS Investment Consulting
Ohio
$2.85K
TM
480
Torren Management
California
$2.69K
AGWCA
481
Annis Gardner Whiting Capital Advisors
Florida
$2.43K
RWM
482
Rialto Wealth Management
New York
$2.12K
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
GWM
487
Gilpin Wealth Management
Colorado
$1.48K
BWL
488
Bogart Wealth LLC
Virginia
$1.48K
PWMG
489
Prestige Wealth Management Group
New Jersey
$1.27K
BHWM
490
Bay Harbor Wealth Management
Maryland
$1.27K
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
B
495
Bayban
Minnesota
$1.06K
AFC
496
Ares Financial Consulting
California
$1.05K
EPIME
497
Evelyn Partners Investment Management (Europe)
$740
HIA
498
HFM Investment Advisors
New Jersey
$740
BGAI
499
Bruce G. Allen Investments
Colorado
$634
IWS
500
Intentional Wealth Strategies
Colorado
$423