1,651 hedge funds and large institutions have $38.5B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 562 increasing their positions, 582 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

1% less capital invested

Capital invested by funds: $38.8B → $38.5B (-$315M)

3% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 582

Holders
1,651
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$321M
Puts
$170M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
601
Annex Advisory Services
Wisconsin
$1.57M
RP
602
Rice Partnership
Hawaii
$1.56M
CA
603
Clearstead Advisors
Ohio
$1.56M
BM
604
Berman McAleer
Maryland
$1.56M
RWP
605
RWA Wealth Partners
Massachusetts
$1.56M
MA
606
Montag & Associates
Georgia
$1.56M
PS
607
Pensionfund Sabic
Netherlands
$1.55M
HCMT
608
Highland Capital Management (Tennessee)
Tennessee
$1.55M
WA
609
Waddell & Associates
Tennessee
$1.54M
WSC
610
Wellington Shields & Co
New York
$1.53M
AFM
611
Abbot Financial Management
Massachusetts
$1.51M
AFG
612
Atomi Financial Group
New York
$1.51M
MCC
613
Money Concepts Capital
Florida
$1.5M
ME
614
McIlrath & Eck
Washington
$1.49M
NFC
615
Northstar Financial Companies
Pennsylvania
$1.49M
MWM
616
M3 Wealth Management
Ohio
$1.49M
CSP
617
Cary Street Partners
Virginia
$1.48M
PAM
618
Panagora Asset Management
Massachusetts
$1.47M
CL
619
Choreo LLC
Illinois
$1.47M
FRA
620
Frank Rimerman Advisors
California
$1.45M
IMC Chicago
621
IMC Chicago
Illinois
$1.45M
SWGC
622
Summit Wealth Group (Colorado)
Colorado
$1.44M
OAM
623
Oak Asset Management
California
$1.43M
SW
624
SlateStone Wealth
Florida
$1.42M
SAM
625
Securian Asset Management
Minnesota
$1.41M