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Jackson Financial

508 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 183 increasing their positions, 187 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% less funds holding

Funds holding: 510508 (-2)

2% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.7M
Puts
$23.9M
Net Calls
Net Calls Change

Top Sellers

1 -$37.3M
2 -$32.2M
3 -$28.6M
4
Morgan Stanley
Morgan Stanley
New York
-$20M
5
ML
Maniro Ltd
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$6.19M
SBH
102
Segall Bryant & Hamill
Illinois
$6.11M
CAU
103
Caxton Associates (UK)
$6.1M
HA
104
Huntleigh Advisors
Missouri
$6.09M
UBS Group
105
UBS Group
Switzerland
$5.82M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$5.8M
CA
107
CSM Advisors
Pennsylvania
$5.75M
RAM
108
RWC Asset Management
United Kingdom
$5.63M
Lazard Asset Management
109
Lazard Asset Management
New York
$5.62M
Osaic Holdings
110
Osaic Holdings
Arizona
$5.36M
XT
111
XTX Topco
Cayman Islands
$5.3M
PFMOSF
112
Philadelphia Financial Management of San Francisco
California
$5.29M
KCP
113
Kera Capital Partners
California
$5.18M
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$5.11M
PCM
115
Poehling Capital Management
Wisconsin
$4.93M
VGA
116
Vanguard Global Advisers
Pennsylvania
$4.8M
HF
117
HRT Financial
New York
$4.78M
Credit Agricole
118
Credit Agricole
France
$4.75M
AA
119
Ancora Advisors
Ohio
$4.75M
IIM
120
INTECH Investment Management
Florida
$4.72M
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$4.63M
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$4.43M
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$4.35M
NGA
124
Naples Global Advisors
Florida
$4.22M
BWAM
125
Blue Water Asset Management
Michigan
$3.93M