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Jackson Financial

454 hedge funds and large institutions have $5.5B invested in Jackson Financial in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 38

42% more call options, than puts

Call options by funds: $46.7M | Put options by funds: $32.8M

3% more funds holding

Funds holding: 439454 (+15)

2.31% less ownership

Funds ownership: 92.61%90.31% (-2.3%)

8% less capital invested

Capital invested by funds: $5.96B → $5.5B (-$467M)

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
454
Holders Change
+15
Holders Change %
+3.42%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
61
Increased
154
Reduced
179
Closed
38
Calls
$46.7M
Puts
$32.8M
Net Calls
+$13.9M
Net Calls Change
+$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$785M -$2.45M -27,548 -0.3%
BlackRock
2
BlackRock
New York
$595M -$16.7M -187,803 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$346M -$23.9M -268,748 -6%
State Street
4
State Street
Massachusetts
$265M -$18.1M -204,312 -6%
HSBC Holdings
5
HSBC Holdings
United Kingdom
$164M -$11.2M -126,156 -6%
Goldman Sachs
6
Goldman Sachs
New York
$160M -$46.2M -520,401 -21%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$150M -$27.6M -311,118 -15%
DSC
8
Donald Smith & Co
New York
$140M +$9.66M +108,758 +7%
American Century Companies
9
American Century Companies
Missouri
$128M -$2.46M -27,670 -2%
Morgan Stanley
10
Morgan Stanley
New York
$113M -$12.7M -142,552 -10%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$112M -$5.83M -65,688 -5%
First Trust Advisors
12
First Trust Advisors
Illinois
$111M -$250M -2,811,289 -68%
Norges Bank
13
Norges Bank
Norway
$110M +$15.7M +176,642 +16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$93.6M -$27.9M -314,177 -22%
Charles Schwab
15
Charles Schwab
California
$90.9M +$472K +5,320 +0.5%
Federated Hermes
16
Federated Hermes
Pennsylvania
$78.5M -$6.48M -72,918 -7%
Northern Trust
17
Northern Trust
Illinois
$77.1M -$2.89M -32,529 -3%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$73.3M +$61.7M +694,518 +385%
Allianz Asset Management
19
Allianz Asset Management
Germany
$61.9M -$504K -5,674 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$58.3M -$6.3M -70,964 -9%
Millennium Management
21
Millennium Management
New York
$55.2M +$43.7M +492,492 +297%
LSV Asset Management
22
LSV Asset Management
Illinois
$54.6M +$5.79M +65,239 +11%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$53.3M -$39.6M -446,430 -41%
UBS Group
24
UBS Group
Switzerland
$50.6M +$14.2M +160,467 +36%
Invesco
25
Invesco
Georgia
$49.7M -$13.5M -152,014 -20%

JXN Hedge Fund Activity: Q1 2025 in Review

454 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2025, worth a combined $5.5B — down 7.8% from $5.96B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new JXN positions and 38 closed out — a net gain of 23 holders — while 154 added to existing stakes and 179 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $61.7M. The largest seller was First Trust Advisors, cutting an estimated $250M.

  • 454 institutional investors held Jackson Financial (JXN) as of Q1 2025, up from 439 in Q4 2024.
  • Funds reported $5.5B of Jackson Financial stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 61 funds opened new Jackson Financial positions in Q1 2025 and 38 closed out, a net change of +23 holders.
  • The largest Jackson Financial buyer in Q1 2025 was Assenagon Asset Management, an estimated $61.7M added.
  • The largest Jackson Financial seller in Q1 2025 was First Trust Advisors, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2025.