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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
First Trust Advisors
51
First Trust Advisors
Illinois
$19.6M -$3.7M -34,167 -15%
KCM
52
Kennedy Capital Management
Missouri
$19M -$420K -3,878 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
53
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.9M -$18.5M -170,485 -48%
UBS AM
54
UBS AM
Illinois
$18.8M +$1.64M +15,151 +9%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$18.5M -$3.06M -28,225 -13%
Squarepoint
56
Squarepoint
New York
$17.1M +$8.88M +81,970 +97%
Allianz Asset Management
57
Allianz Asset Management
Germany
$16.7M -$6.11M -56,436 -26%
Ameriprise
58
Ameriprise
Minnesota
$16.7M -$1.19M -10,952 -6%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$16.3M -$8.78K -81 -0.1%
Legal & General Group
60
Legal & General Group
United Kingdom
$16.1M -$682K -6,291 -4%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$15.1M -$335K -3,096 -2%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$13.8M -$269K -2,483 -2%
Swiss National Bank
63
Swiss National Bank
Switzerland
$13M -$791K -7,300 -5%
AssetMark Inc
64
AssetMark Inc
California
$12.3M +$1.47M +13,576 +13%
GCM
65
Gator Capital Management
Florida
$11.7M +$848K +7,830 +7%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$11.1M
Amundi
67
Amundi
France
$10.6M -$10.7M -98,298 -49%
CIM
68
Cambria Investment Management
California
$10M +$564K +5,206 +6%
Franklin Resources
69
Franklin Resources
California
$10M -$1.17M -10,775 -10%
Bessemer Group
70
Bessemer Group
New Jersey
$9.93M
AllianceBernstein
71
AllianceBernstein
Tennessee
$9.66M -$4.87M -44,929 -33%
Man Group
72
Man Group
United Kingdom
$9.35M +$7.33M +67,689 +286%
Prudential Financial
73
Prudential Financial
New Jersey
$9.21M -$7.98M -73,650 -45%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$8.65M +$1.34M +12,349 +17%
Universal-Beteiligungs- und Servicegesellschaft
75
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.63M -$252K -2,322 -3%

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.