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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
PMFA
476
Plante Moran Financial Advisors
Michigan
$1.64K +$1.73K +16 New
BF
477
BOK Financial
Oklahoma
$1.54K -$455K -4,198 -100%
PWA
478
Physician Wealth Advisors
Utah
$1.54K +$542 +5 +50%
HIA
479
HFM Investment Advisors
New Jersey
$1.33K +$650 +6 +86%
SGFG
480
Silver Grove Financial Group
New York
$1.33K -$16.9K -156 -92%
CPG
481
Cornerstone Planning Group
New Jersey
$1.11K -$542 -5 -36%
AW
482
Ankerstar Wealth
Texas
$1.02K -$108 -1 -9%
AFC
483
Ares Financial Consulting
California
$1.02K
B
484
Bayban
Minnesota
$1.02K
HFS
485
Hughes Financial Services
Virginia
$1.02K
GWM
486
Gilpin Wealth Management
Colorado
$922 -$542 -5 -36%
LI
487
LRI Investments
Florida
$717 +$650 +6 +600%
BGAI
488
Bruce G. Allen Investments
Colorado
$614
CFB
489
Cullen/Frost Bankers
Texas
$598 -$2.49K -23 -79%
NWMP
490
Noble Wealth Management PBC
Colorado
$410 +$433 +4 New
DF
491
DecisionPoint Financial
Arizona
$314 +$325 +3 New
AWM
492
Abound Wealth Management
Tennessee
$308
AAG
493
Accordant Advisory Group
Maryland
$205 -$764K -7,049 -100%
SHIM
494
Stone House Investment Management
Pennsylvania
$205 -$108 -1 -33%
MCM
495
Manchester Capital Management
Vermont
$205
US Bancorp
496
US Bancorp
Minnesota
$205 +$217 +2 New
DF
497
Dunhill Financial
United Kingdom
$146
MCA
498
Maryland Capital Advisors
Maryland
$103 +$108 +1 New
FG
499
Fairman Group
Pennsylvania
$102
RWM
500
Raffa Wealth Management
District of Columbia
$102

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.