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Jackson Financial

512 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08%88.4% (+0.32%)

0% more funds holding

Funds holding: 512512 (0)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
512
Holders Change
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$6.19M +$197K +1,763 +3%
SBH
102
Segall Bryant & Hamill
Illinois
$6.11M -$262K -2,338 -4%
CAU
103
Caxton Associates (UK)
$6.1M -$292K -2,613 -4%
HA
104
Huntleigh Advisors
Missouri
$6.09M +$378K +3,377 +6%
UBS Group
105
UBS Group
Switzerland
$5.82M -$7.25M -64,777 -54%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$5.8M -$303K -2,707 -5%
CA
107
CSM Advisors
Pennsylvania
$5.75M -$1.7M -15,200 -22%
RAM
108
RWC Asset Management
United Kingdom
$5.63M +$356K +3,184 +6%
Lazard Asset Management
109
Lazard Asset Management
New York
$5.62M -$10.8M -96,290 -64%
Osaic Holdings
110
Osaic Holdings
Arizona
$5.36M -$503K -4,495 -8%
XT
111
XTX Topco
Cayman Islands
$5.3M +$1.09M +9,741 +24%
PFMOSF
112
Philadelphia Financial Management of San Francisco
California
$5.29M +$5.59M +50,000 New
KCP
113
Kera Capital Partners
California
$5.18M +$49.2K +440 +0.9%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$5.11M +$414K +3,700 +8%
PCM
115
Poehling Capital Management
Wisconsin
$4.93M -$77.6K -694 -1%
VGA
116
Vanguard Global Advisers
Pennsylvania
$4.8M +$5.08M +45,442 New
HF
117
HRT Financial
New York
$4.78M -$14.8M -131,957 -74%
Credit Agricole
118
Credit Agricole
France
$4.75M +$1.34M +11,938 +36%
AA
119
Ancora Advisors
Ohio
$4.75M -$389K -3,480 -7%
IIM
120
INTECH Investment Management
Florida
$4.72M -$1.16M -10,391 -19%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$4.63M -$973K -8,701 -17%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$4.43M +$4.69M +41,914 New
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$4.35M +$4.57M +40,839 +15,469%
NGA
124
Naples Global Advisors
Florida
$4.22M -$62.5K -559 -1%
BWAM
125
Blue Water Asset Management
Michigan
$3.93M -$28.1K -251 -0.7%