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Jackson Financial

459 hedge funds and large institutions have $5.59B invested in Jackson Financial in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 162 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $23.2M

22% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 51

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1% more funds holding

Funds holding: 454459 (+5)

2% more capital invested

Capital invested by funds: $5.5B → $5.59B (+$96.6M)

2.16% less ownership

Funds ownership: 90.31%88.14% (-2.2%)

11% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 182

Holders
459
Holders Change
+5
Holders Change %
+1.1%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
162
Reduced
182
Closed
51
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$862M +$27.7M +341,549 +4%
BlackRock
2
BlackRock
New York
$620M -$9.48M -117,035 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$353M -$12.4M -153,398 -4%
State Street
4
State Street
Massachusetts
$266M -$12.8M -157,794 -5%
Goldman Sachs
5
Goldman Sachs
New York
$185M +$14.6M +180,492 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$154M -$3.98M -49,170 -3%
DSC
7
Donald Smith & Co
New York
$151M +$2.68M +33,040 +2%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$142M -$31.1M -384,027 -19%
American Century Companies
9
American Century Companies
Missouri
$134M -$1.43M -17,606 -1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$121M +$1.64M +20,212 +2%
Morgan Stanley
11
Morgan Stanley
New York
$109M -$10.1M -124,274 -9%
First Trust Advisors
12
First Trust Advisors
Illinois
$104M -$12.3M -151,705 -11%
Norges Bank
13
Norges Bank
Norway
$102M -$13M -160,594 -12%
Charles Schwab
14
Charles Schwab
California
$96.2M -$127K -1,562 -0.1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$95.4M -$3.47M -42,782 -4%
Northern Trust
16
Northern Trust
Illinois
$87.5M +$5.26M +64,921 +7%
LSV Asset Management
17
LSV Asset Management
Illinois
$74.3M +$14.9M +184,440 +28%
Federated Hermes
18
Federated Hermes
Pennsylvania
$71.3M -$10.9M -134,631 -14%
Invesco
19
Invesco
Georgia
$63.9M +$10.2M +126,264 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60.8M -$926K -11,426 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$58.8M +$11.6M +143,091 +28%
Allianz Asset Management
22
Allianz Asset Management
Germany
$52.1M -$12.3M -152,151 -21%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$47.8M -$7.96M -98,316 -15%
Victory Capital Management
24
Victory Capital Management
Texas
$47.6M +$3.47M +42,897 +9%
N
25
Nuveen
North Carolina
$42.2M -$3.91M -48,313 -9%

JXN Hedge Fund Activity: Q2 2025 in Review

459 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2025, worth a combined $5.59B — up 1.8% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JXN positions and 51 closed out — a net gain of 11 holders — while 162 added to existing stakes and 182 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Assenagon Asset Management, cutting an estimated $50.5M.

  • 459 institutional investors held Jackson Financial (JXN) as of Q2 2025, up from 454 in Q1 2025.
  • Funds reported $5.59B of Jackson Financial stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 62 funds opened new Jackson Financial positions in Q2 2025 and 51 closed out, a net change of +11 holders.
  • The largest Jackson Financial buyer in Q2 2025 was Vanguard Group, an estimated $27.7M added.
  • The largest Jackson Financial seller in Q2 2025 was Assenagon Asset Management, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2025.