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Jackson Financial

478 hedge funds and large institutions have $6.03B invested in Jackson Financial in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 160 increasing their positions, 180 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $22.4M

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $5.59B → $6.03B (+$436M)

4% more funds holding

Funds holding: 459478 (+19)

2.62% less ownership

Funds ownership: 88.14%85.53% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 180

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
478
Holders Change
+19
Holders Change %
+4.14%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
67
Increased
160
Reduced
180
Closed
39
Calls
$43.7M
Puts
$22.4M
Net Calls
+$21.3M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$956M -$24.4M -260,834 -3%
BlackRock
2
BlackRock
New York
$700M -$6.51M -69,717 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$404M +$1.7M +18,249 +0.5%
State Street
4
State Street
Massachusetts
$300M -$3.54M -37,845 -1%
DSC
5
Donald Smith & Co
New York
$199M +$24.8M +265,537 +16%
Goldman Sachs
6
Goldman Sachs
New York
$182M -$26.9M -287,457 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174M -$1.82M -19,467 -1%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$163M +$23.6M +252,763 +19%
American Century Companies
9
American Century Companies
Missouri
$154M +$426K +4,559 +0.3%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$134M -$24.4M -261,432 -16%
Morgan Stanley
11
Morgan Stanley
New York
$114M -$9M -96,341 -8%
Charles Schwab
12
Charles Schwab
California
$109M -$535K -5,727 -0.5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$108M -$618K -6,618 -0.6%
Northern Trust
14
Northern Trust
Illinois
$93M -$6.23M -66,729 -7%
Federated Hermes
15
Federated Hermes
Pennsylvania
$86.5M +$4.81M +51,494 +6%
LSV Asset Management
16
LSV Asset Management
Illinois
$85.8M +$1.08M +11,560 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$68.1M -$1.09M -11,682 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$60.9M +$6.09M +65,202 +12%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$58.5M +$3.73M +39,883 +7%
JP Morgan Chase
20
JP Morgan Chase
New York
$53.4M -$12.6M -134,625 -20%
Citadel Advisors
21
Citadel Advisors
Florida
$48.4M +$8.43M +90,277 +23%
N
22
Nuveen
North Carolina
$45.9M -$1.99M -21,349 -4%
WCM
23
Wedge Capital Management
North Carolina
$40.8M -$781K -8,361 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$39.6M -$18.3M -195,603 -33%
Jane Street
25
Jane Street
New York
$35.3M +$770K +8,239 +2%