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Jackson Financial

450 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, 178 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
Holders Change %
0%
% of All Funds
6.03%
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
178
Closed
52
Calls
$43.6M
Puts
$23.2M
Net Calls
+$20.3M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$862M +$30.3M +341,549 +4%
BlackRock
2
BlackRock
New York
$620M -$10.4M -117,035 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$353M -$13.6M -153,398 -4%
State Street
4
State Street
Massachusetts
$266M -$14M -157,794 -5%
Goldman Sachs
5
Goldman Sachs
New York
$185M +$16M +180,492 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$154M -$4.37M -49,170 -3%
DSC
7
Donald Smith & Co
New York
$151M +$2.93M +33,040 +2%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$142M -$34.3M -384,027 -19%
American Century Companies
9
American Century Companies
Missouri
$134M -$1.56M -17,606 -1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$121M +$1.79M +20,212 +2%
Morgan Stanley
11
Morgan Stanley
New York
$109M -$11M -124,274 -9%
First Trust Advisors
12
First Trust Advisors
Illinois
$104M -$13.5M -151,705 -11%
Norges Bank
13
Norges Bank
Norway
$102M +$102M +1,150,256 New
Charles Schwab
14
Charles Schwab
California
$96.2M -$139K -1,562 -0.1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$95.4M -$3.8M -42,782 -4%
Northern Trust
16
Northern Trust
Illinois
$87.5M +$5.76M +64,921 +7%
LSV Asset Management
17
LSV Asset Management
Illinois
$74.3M +$16.4M +184,440 +28%
Federated Hermes
18
Federated Hermes
Pennsylvania
$71.3M -$12M -134,631 -14%
Invesco
19
Invesco
Georgia
$63.9M +$11.2M +126,264 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60.8M -$1.01M -11,426 -2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$58.8M +$12.7M +143,091 +28%
Allianz Asset Management
22
Allianz Asset Management
Germany
$52.1M -$13.5M -152,151 -21%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$47.8M -$8.73M -98,316 -15%
Victory Capital Management
24
Victory Capital Management
Texas
$47.6M +$3.81M +42,897 +9%
NL
25
Nuveen LLC
North Carolina
$42.2M -$4.29M -48,313 -9%