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Jackson Financial

512 hedge funds and large institutions have $6.61B invested in Jackson Financial in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 187 increasing their positions, 187 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $23.9M

14% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 56

4% more capital invested

Capital invested by funds: $6.39B → $6.61B (+$227M)

0.32% more ownership

Funds ownership: 88.08%88.4% (+0.32%)

0% more funds holding

Funds holding: 512512 (0)

0% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 187

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
512
Holders Change
Holders Change %
0%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
64
Increased
187
Reduced
187
Closed
56
Calls
$28.7M
Puts
$23.9M
Net Calls
+$4.8M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$730M +$27.9M +249,399 +4%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$578M +$611M +5,463,744 New
TGA
3
TPG GP A
Texas
$499M +$527M +4,715,554 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$429M +$2.1M +18,740 +0.5%
VCM
5
Vanguard Capital Management
Pennsylvania
$333M +$353M +3,154,213 New
State Street
6
State Street
Massachusetts
$310M +$2.35M +21,018 +0.7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$239M +$51.6M +461,274 +27%
DSC
8
Donald Smith & Co
New York
$200M -$6.94M -62,003 -3%
Goldman Sachs
9
Goldman Sachs
New York
$172M +$16M +142,988 +10%
American Century Companies
10
American Century Companies
Missouri
$161M +$1.17M +10,476 +0.7%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$156M -$7.29M -65,136 -4%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$141M -$18.1M -162,032 -11%
Federated Hermes
13
Federated Hermes
Pennsylvania
$115M +$11.7M +104,871 +11%
Charles Schwab
14
Charles Schwab
California
$113M +$2.42M +21,614 +2%
LSV Asset Management
15
LSV Asset Management
Illinois
$112M +$18.2M +162,902 +18%
Morgan Stanley
16
Morgan Stanley
New York
$108M -$20M -178,656 -15%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$96.3M +$2.77M +24,747 +3%
Northern Trust
18
Northern Trust
Illinois
$91.5M +$874K +7,813 +0.9%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$86.7M -$18.5M -165,725 -17%
Victory Capital Management
20
Victory Capital Management
Texas
$70.5M +$7.78M +69,512 +12%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$51.3M +$13M +116,436 +32%
JP Morgan Chase
22
JP Morgan Chase
New York
$50.5M +$9.43M +84,261 +21%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$49.9M -$11.8M -105,360 -18%
VFT
24
Vanguard Fiduciary Trust
Pennsylvania
$48.3M +$51.1M +456,482 New
N
25
Nuveen
North Carolina
$45.7M -$1.01M -9,018 -2%