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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
KCP
101
Kera Capital Partners
California
$5.32M +$319K +2,941 +6%
IIM
102
INTECH Investment Management
Florida
$5.22M +$688K +6,352 +14%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$4.96M +$2.26M +20,890 +76%
SPS
104
Susquehanna Portfolio Strategies
Pennsylvania
$4.89M -$7.2M -66,484 -58%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$4.84M -$110K -1,012 -2%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$4.84M -$4.74M -43,755 -48%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$4.62M +$349K +3,218 +8%
Credit Agricole
108
Credit Agricole
France
$4.6M
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$4.56M +$77.1K +712 +2%
PCM
110
Poehling Capital Management
Wisconsin
$4.54M -$241K -2,224 -5%
Vanguard Global Advisers
111
Vanguard Global Advisers
Pennsylvania
$4.43M -$238K -2,194 -5%
HF
112
HRT Financial
New York
$4.35M -$298K -2,755 -6%
JF
113
Jump Financial
Illinois
$4.27M +$4.52M +41,686 New
AA
114
Ancora Advisors
Ohio
$4.19M -$434K -4,007 -9%
QCM
115
Quantinno Capital Management
New York
$4.19M +$653K +6,023 +17%
NGA
116
Naples Global Advisors
Florida
$4.09M +$108 +1 +0%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$4.02M +$1.62M +14,993 +62%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$3.97M -$249K -2,295 -6%
MIM
119
MetLife Investment Management
New Jersey
$3.95M +$189K +1,740 +5%
Lazard Asset Management
120
Lazard Asset Management
New York
$3.93M -$1.6M -14,759 -28%
LIP
121
Lighthouse Investment Partners
Florida
$3.91M +$4.14M +38,167 New
SBH
122
Segall Bryant & Hamill
Illinois
$3.83M -$2.2M -20,305 -35%
BWAM
123
Blue Water Asset Management
Michigan
$3.81M -$433 -4 -0%
IMRF
124
Illinois Municipal Retirement Fund
Illinois
$3.7M +$80.4K +742 +2%
QT
125
Quantbot Technologies
New York
$3.66M +$3.67M +33,831 +1,812%

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.