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Jackson Financial

503 hedge funds and large institutions have $6.45B invested in Jackson Financial in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 194 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 88.41%90.16% (+1.8%)

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $6.61B → $6.45B (-$158M)

6% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 194

2% less funds holding

Funds holding: 515503 (-12)

77% less call options, than puts

Call options by funds: $19.4M | Put options by funds: $84.3M

Holders
503
Holders Change
-12
Holders Change %
-2.33%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
182
Reduced
194
Closed
51
Calls
$19.4M
Puts
$84.3M
Net Calls
-$65M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$696M -$10.8M -100,075 -1%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$558M -$1.9M -17,549 -0.3%
TGA
3
TPG GP A
Texas
$483M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$422M +$6.15M +56,807 +1%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$321M -$1.92M -17,704 -0.6%
State Street
6
State Street
Massachusetts
$304M +$4.42M +40,766 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$246M +$12.6M +116,110 +5%
DSC
8
Donald Smith & Co
New York
$183M -$11.2M -103,293 -5%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$182M +$28.6M +263,838 +18%
Goldman Sachs
10
Goldman Sachs
New York
$156M -$11.4M -105,514 -6%
American Century Companies
11
American Century Companies
Missouri
$149M -$7.49M -69,111 -5%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$132M -$4.96M -45,772 -3%
LSV Asset Management
13
LSV Asset Management
Illinois
$117M +$8.87M +81,914 +8%
Charles Schwab
14
Charles Schwab
California
$104M -$5.1M -47,100 -4%
Morgan Stanley
15
Morgan Stanley
New York
$104M +$34.5K +318 +0%
Federated Hermes
16
Federated Hermes
Pennsylvania
$103M -$8.81M -81,345 -7%
Norges Bank
17
Norges Bank
Norway
$102M +$108M +998,581 New
Northern Trust
18
Northern Trust
Illinois
$92M +$3.55M +32,794 +4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$85.2M +$1.29M +11,897 +1%
Victory Capital Management
20
Victory Capital Management
Texas
$68.5M +$266K +2,457 +0.4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$66.6M -$28.2M -260,014 -29%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$56.4M +$18.6M +171,870 +45%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$52.2M +$38.7M +356,955 +234%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$47.6M -$725K -6,687 -1%
Vanguard Fiduciary Trust
25
Vanguard Fiduciary Trust
Pennsylvania
$47.1M +$429K +3,957 +0.9%

JXN Hedge Fund Activity: Q2 2026 in Review

503 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2026, worth a combined $6.45B — down 2.4% from $6.61B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JXN positions and 51 closed out — a net gain of 2 holders — while 182 added to existing stakes and 194 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $38.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $31.1M.

  • 503 institutional investors held Jackson Financial (JXN) as of Q2 2026, down from 515 in Q1 2026.
  • Funds reported $6.45B of Jackson Financial stock for Q2 2026, down 2.4% quarter-over-quarter.
  • 53 funds opened new Jackson Financial positions in Q2 2026 and 51 closed out, a net change of +2 holders.
  • The largest Jackson Financial buyer in Q2 2026 was Balyasny Asset Management, an estimated $38.7M added.
  • The largest Jackson Financial seller in Q2 2026 was Schroder Investment Management Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2026.