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Jackson Financial

449 hedge funds and large institutions have $5.39B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+18
Holders Change %
+4.18%
% of All Funds
6.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
66
Increased
151
Reduced
174
Closed
37
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$785M -$2.31M -27,548 -0.3%
BlackRock
2
BlackRock
New York
$595M -$15.7M -187,803 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$346M -$22.5M -268,748 -6%
State Street
4
State Street
Massachusetts
$265M -$17.1M -204,312 -6%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$164M -$10.5M -126,156 -6%
Goldman Sachs
6
Goldman Sachs
New York
$160M -$43.6M -520,401 -21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$150M -$26.2M -311,118 -15%
DSC
8
Donald Smith & Co
New York
$140M +$9.11M +108,758 +7%
American Century Companies
9
American Century Companies
Missouri
$128M -$2.32M -27,670 -2%
Morgan Stanley
10
Morgan Stanley
New York
$113M -$11.9M -142,552 -10%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$112M -$5.5M -65,688 -5%
First Trust Advisors
12
First Trust Advisors
Illinois
$111M -$236M -2,811,289 -68%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$93.6M -$26.3M -314,177 -22%
Charles Schwab
14
Charles Schwab
California
$90.9M +$446K +5,320 +0.5%
Federated Hermes
15
Federated Hermes
Pennsylvania
$78.5M -$6.11M -72,918 -7%
Northern Trust
16
Northern Trust
Illinois
$77.1M -$2.73M -32,529 -3%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$73.3M +$58.2M +694,518 +385%
Allianz Asset Management
18
Allianz Asset Management
Germany
$61.9M -$475K -5,674 -0.8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$58.3M -$5.95M -70,964 -9%
Millennium Management
20
Millennium Management
New York
$55.2M +$41.3M +492,492 +297%
LSV Asset Management
21
LSV Asset Management
Illinois
$54.6M +$5.47M +65,239 +11%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$53.3M -$37.4M -446,430 -41%
UBS Group
23
UBS Group
Switzerland
$50.6M +$13.4M +160,467 +36%
Invesco
24
Invesco
Georgia
$49.7M -$12.7M -152,014 -20%
NL
25
Nuveen LLC
North Carolina
$43.8M +$43.8M +523,150 New