1,601 hedge funds and large institutions have $38.4B invested in Aflac in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 502 increasing their positions, 651 reducing their positions, and 118 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 ownership

Funds ownership:

less funds holding

Funds holding:

5% less capital invested

Capital invested by funds: $40.6B → $38.4B (-$2.22B)

23% less repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 651

26% less funds holding in top 10

Funds holding in top 10: 2720 (-7)

Holders
1,601
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
$364M
Puts
$168M
Net Calls
Net Calls Change

Top Buyers

1 +$77.1M
2 +$62.7M
3 +$60.7M
4
VC
Vestor Capital
Illinois
+$58.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$53.4M

Top Sellers

1 -$431M
2 -$221M
3 -$78.6M
4
LSV Asset Management
LSV Asset Management
Illinois
-$61.5M
5
First Trust Advisors
First Trust Advisors
Illinois
-$61.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Concord Wealth Partners
Virginia
$1.32M
RWP
652
RWA Wealth Partners
Massachusetts
$1.32M
STA
653
Summit Trail Advisors
New York
$1.32M
VA
654
VestGen Advisors
Illinois
$1.32M
AFG
655
Atomi Financial Group
New York
$1.31M
WA
656
Waddell & Associates
Tennessee
$1.3M
APIM
657
Agate Pass Investment Management
Washington
$1.3M
SCTC
658
Sanibel Captiva Trust Company
Florida
$1.29M
ACM
659
Alpha Capital Management
Texas
$1.29M
WF
660
WinCap Financial
Massachusetts
$1.29M
FC
661
FORA Capital
Florida
$1.29M
Nomura Holdings
662
Nomura Holdings
Japan
$1.26M
HAG
663
HighPoint Advisor Group
Illinois
$1.26M
MSFS
664
Main Street Financial Solutions
Pennsylvania
$1.26M
GWM
665
Geneos Wealth Management
Colorado
$1.26M
WT
666
Whittier Trust
California
$1.26M
LIM
667
Loudon Investment Management
New Hampshire
$1.24M
SAM
668
Silvercrest Asset Management
New York
$1.24M
Envestnet Portfolio Solutions
669
Envestnet Portfolio Solutions
Illinois
$1.24M
CWS
670
Confluence Wealth Services
Pennsylvania
$1.24M
TI
671
Tidal Investments
Wisconsin
$1.24M
TCOV
672
Trust Company of Vermont
Vermont
$1.23M
ITIM
673
Indiana Trust & Investment Management
Indiana
$1.23M
CAM
674
Cozad Asset Management
Illinois
$1.23M
DA
675
Denali Advisors
California
$1.23M