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Jackson Financial
JXN

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459 → 478 (+19)

2.62% less ownership

Funds ownership: 88.14% → 85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K

Top Buyers

1
DSC
Donald Smith & Co
New York
+$24.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$23.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19.3M
4
Amundi
Amundi
France
+$16.9M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$14.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$91.7M
2
Invesco
Invesco
Georgia
-$36.9M
3
Goldman Sachs
Goldman Sachs
New York
-$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$24.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
501
R Squared
Hong Kong
– -$308K -3,471 Closed
PTC
502
Petrus Trust Company
Texas
– -$278K -3,131 Closed
CI
503
Corient IA
Florida
– -$222K -2,500 Closed
TCM
504
Teza Capital Management
Illinois
– -$208K -2,348 Closed
US Bancorp
505
US Bancorp
Minnesota
– -$133K -1,494 Closed
NAAA
506
New Age Alpha Advisors
New York
– -$71.2K -802 Closed
SSG
507
Summit Securities Group
New York
– -$63.9K -720 Closed
BIG
508
Brooklyn Investment Group
New York
– -$51.2K -577 Closed
ACM
509
Aster Capital Management
United Arab Emirates
– -$44.3K -499 Closed
TPWA
510
Twin Peaks Wealth Advisors
California
– -$29.7K -315 Closed
QL
511
Quarry LP
New York
– -$24.9K -281 Closed
TSMHT
512
Thurston Springer Miller Herd & Titak
Indiana
– -$17.8K -200 Closed
PWM
513
Puff Wealth Management
New Jersey
– -$7.72K -87 Closed
WSFS
514
Wilmington Savings Fund Society
Delaware
– -$5.95K -67 Closed
AAS
515
Ameritas Advisory Services
Nebraska
– -$3.48K -39 Closed
RCM
516
Raleigh Capital Management
North Carolina
– -$182 -2 Closed
ZBNA
517
Zions Bancorporation, National Association
Utah
– -$89 -1 Closed
17 18 19 20
21

JXN Hedge Fund Activity: Q3 2025 in Review

478 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2025, worth a combined $6.03B — up 7.8% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JXN positions and 39 closed out — a net gain of 28 holders — while 160 added to existing stakes and 180 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $24.8M. The largest seller was First Trust Advisors, cutting an estimated $91.7M.

  • 478 institutional investors held Jackson Financial (JXN) as of Q3 2025, up from 459 in Q2 2025.
  • Funds reported $6.03B of Jackson Financial stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 67 funds opened new Jackson Financial positions in Q3 2025 and 39 closed out, a net change of +28 holders.
  • The largest Jackson Financial buyer in Q3 2025 was Donald Smith & Co, an estimated $24.8M added.
  • The largest Jackson Financial seller in Q3 2025 was First Trust Advisors, an estimated $91.7M sold.

Based on aggregated 13F filings for Q3 2025.