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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
HIM
76
Hillsdale Investment Management
Ontario, Canada
$8.58M +$681K +6,290 +8%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$8.53M +$94.6K +873 +1%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$8.52M -$4.93M -45,497 -35%
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$8.26M -$1.12M -10,317 -12%
MVP
80
Miller Value Partners
Florida
$8.21M -$58.3K -538 -0.7%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$7.47M -$377K -3,484 -5%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$7.44M -$592K -5,464 -7%
Deutsche Bank
83
Deutsche Bank
Germany
$7.07M +$1.13M +10,461 +18%
BA
84
Bridgewater Associates
Connecticut
$7.06M -$2.07M -19,093 -22%
CA
85
CSM Advisors
Pennsylvania
$6.83M +$1.33M +12,297 +23%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$6.75M +$454K +4,190 +7%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$6.66M -$407K -3,761 -5%
BPA
88
Beacon Pointe Advisors
California
$6.61M +$19.4K +179 +0.3%
WAS
89
Wesleyan Assurance Society
United Kingdom
$6.32M
MAM
90
Martingale Asset Management
Massachusetts
$6.26M -$95.1K -878 -1%
Vanguard Asset Management
91
Vanguard Asset Management
$6.26M -$112K -1,033 -2%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$6.19M -$302K -2,791 -4%
HA
93
Huntleigh Advisors
Missouri
$6.09M +$197K +1,822 +3%
DZ Bank
94
DZ Bank
Germany
$6.05M -$935K -8,630 -13%
CAU
95
Caxton Associates (UK)
$6.05M +$145K +1,340 +2%
RAM
96
RWC Asset Management
United Kingdom
$5.99M +$573K +5,289 +10%
XT
97
XTX Topco
Cayman Islands
$5.86M +$762K +7,036 +14%
SDIC
98
South Dakota Investment Council
South Dakota
$5.63M -$1.01M -9,302 -14%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$5.53M -$96.1K -887 -2%
Osaic Holdings
100
Osaic Holdings
Arizona
$5.52M +$350K +3,234 +6%

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.