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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
SMA
526
Seven Mile Advisory
New Jersey
-$258K -2,444 Closed
SCM
527
Shelton Capital Management
Colorado
-$240K -2,273 Closed
Hudson Bay Capital Management
528
Hudson Bay Capital Management
Connecticut
-$235K -2,220 Closed
PIM
529
Plato Investment Management
Australia
-$225K -2,126 Closed
SI
530
Seeds Investor
New York
-$204K -1,946 Closed
SCM
531
Saxony Capital Management
Missouri
-$204K -1,930 Closed
IFG
532
Independent Financial Group
California
-$203K -1,924 Closed
Lido Advisors
533
Lido Advisors
California
-$202K -1,907 Closed
DS
534
DRW Securities
Illinois
-$200K -1,894 Closed
GAA
535
Global Assets Advisory
Florida
-$182K -1,725 Closed
RBI
536
Raiffeisen Bank International
Austria
-$116K -1,124 Closed
ASN
537
Advisory Services Network
Georgia
-$117K -1,111 Closed
BSC
538
Brown Shipley & Co
United Kingdom
-$67.7K -640 Closed
RFP
539
Root Financial Partners
California
-$42.4K -401 Closed
TPWA
540
Twin Peaks Wealth Advisors
California
-$26.3K -249 Closed
MTC
541
Matrix Trust Company
Colorado
-$20K -187 Closed
LWMI
542
Legacy Wealth Management (Idaho)
Idaho
-$19K -180 Closed
MCM
543
MAI Capital Management
Ohio
-$18.2K -172 Closed
SIS
544
Sound Income Strategies
Florida
-$14.1K -134 Closed
ACM
545
Accent Capital Management
Ohio
-$9.41K -89 Closed
FIM
546
FWL Investment Management
Texas
-$8.04K -76 Closed
QCG
547
Quadrant Capital Group
Ohio
-$6.45K -61 Closed
AGWCA
548
Annis Gardner Whiting Capital Advisors
Florida
-$2.43K -23 Closed
GFA
549
Godfrey Financial Associates
New York
-$1.69K -16 Closed
IWS
550
Intentional Wealth Strategies
Colorado
-$423 -4 Closed

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.