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Jackson Financial

512 hedge funds and large institutions have $6.39B invested in Jackson Financial in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 190 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

87% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $19.7M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 478512 (+34)

6% more capital invested

Capital invested by funds: $6.03B → $6.39B (+$357M)

2.56% more ownership

Funds ownership: 85.53%88.08% (+2.6%)

12% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 190

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
80
Increased
168
Reduced
190
Closed
36
Calls
$36.8M
Puts
$19.7M
Net Calls
+$17.2M
Net Calls Change
-$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$965M -$39.4M -396,298 -4%
BlackRock
2
BlackRock
New York
$709M -$26.1M -262,002 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$431M +$4.64M +46,661 +1%
State Street
4
State Street
Massachusetts
$310M -$5.29M -53,152 -2%
DSC
5
Donald Smith & Co
New York
$208M -$1.02M -10,224 -0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$183M +$52.9K +532 +0%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$166M +$21.9M +220,095 +17%
American Century Companies
8
American Century Companies
Missouri
$162M -$69.9K -703 -0%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$160M -$11.4M -114,415 -7%
Goldman Sachs
10
Goldman Sachs
New York
$158M -$31.3M -315,132 -18%
Norges Bank
11
Norges Bank
Norway
$130M +$121M +1,217,796 New
Morgan Stanley
12
Morgan Stanley
New York
$128M +$6.74M +67,796 +6%
Charles Schwab
13
Charles Schwab
California
$111M -$3.35M -33,684 -3%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$105M -$8.14M -81,794 -8%
Federated Hermes
15
Federated Hermes
Pennsylvania
$105M +$12.6M +126,611 +15%
LSV Asset Management
16
LSV Asset Management
Illinois
$95.7M +$4.89M +49,141 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$94.5M +$21.2M +213,131 +32%
Northern Trust
18
Northern Trust
Illinois
$91.5M -$6.09M -61,250 -7%
Victory Capital Management
19
Victory Capital Management
Texas
$63.7M -$410K -4,121 -0.7%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$61.6M -$74.2K -746 -0.1%
N
21
Nuveen
North Carolina
$47.1M -$1.21M -12,172 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$43.3M -$12.1M -121,928 -23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40.7M +$4.88M +49,081 +15%
Jane Street
24
Jane Street
New York
$40.3M +$2.87M +28,825 +8%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$39.3M +$9.83M +98,805 +37%