We are live on ! Find out more

1,621 hedge funds and large institutions have $38.9B invested in Aflac in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 491 increasing their positions, 644 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $465M | Put options by funds: $183M

33% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 102

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more capital invested

Capital invested by funds: $38.5B → $38.9B (+$394M)

1% more funds holding

Funds holding: 1,6121,621 (+9)

2.22% less ownership

Funds ownership: 67.5%65.28% (-2.2%)

24% less repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 644

Holders
1,621
Holders Change
+9
Holders Change %
+0.56%
% of All Funds
21.28%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.26%
New
136
Increased
491
Reduced
644
Closed
102
Calls
$465M
Puts
$183M
Net Calls
+$282M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
301
CIBC World Market
Ontario, Canada
$7.08M +$2.21K +21 +0%
CCM
302
Coldstream Capital Management
Washington
$7.04M +$138K +1,315 +2%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$7M -$906K -8,622 -12%
ECM
304
Estabrook Capital Management
New York
$6.98M -$65.6K -625 -1%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$6.93M +$45.9K +437 +0.7%
PAM
306
Peninsula Asset Management
Florida
$6.84M -$84.6K -805 -1%
MPM
307
Meritage Portfolio Management
Kansas
$6.77M -$608K -5,787 -9%
RIA
308
Regal Investment Advisors
Michigan
$6.75M -$368K -3,505 -5%
KPWS
309
Kestra Private Wealth Services
Texas
$6.74M -$77.9K -742 -1%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$6.74M -$210K -2,000 -3%
MFG
311
Merit Financial Group
Georgia
$6.69M +$662K +6,301 +12%
SVWAG
312
Sound View Wealth Advisors Group
Georgia
$6.65M +$82.6K +786 +1%
DCM
313
Donaldson Capital Management
Indiana
$6.6M -$599K -5,701 -9%
MCM
314
Monarch Capital Management
Indiana
$6.58M -$1.05K -10 -0%
BWA
315
BlueChip Wealth Advisors
Georgia
$6.5M +$6.11M +58,158 New
WAM
316
Wallington Asset Management
Indiana
$6.47M -$143K -1,362 -2%
WG
317
Winton Group
United Kingdom
$6.46M +$5.79M +55,152 +2,077%
CWM
318
Cornerstone Wealth Management
Missouri
$6.45M +$216K +2,054 +4%
LWP
319
LMG Wealth Partners
Louisiana
$6.43M +$5.57K +53 +0.1%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$6.42M -$371K -3,529 -6%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$6.32M +$2.93M +27,927 +98%
Focus Partners Wealth
322
Focus Partners Wealth
Massachusetts
$6.3M -$7.07M -67,351 -54%
OAM
323
OP Asset Management
$6.28M +$48.7K +464 +0.8%
O
324
Ossiam
France
$6.27M +$491K +4,672 +9%
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$6.26M -$891K -8,487 -13%