We are live on ! Find out more

1,677 hedge funds and large institutions have $38.6B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 571 increasing their positions, 585 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 94

89% more call options, than puts

Call options by funds: $321M | Put options by funds: $170M

3% more funds holding

Funds holding: 1,6211,677 (+56)

1.58% more ownership

Funds ownership: 65.28%66.87% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

1% less capital invested

Capital invested by funds: $38.9B → $38.6B (-$301M)

2% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 585

Holders
1,677
Holders Change
+56
Holders Change %
+3.45%
% of All Funds
20.41%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
184
Increased
571
Reduced
585
Closed
94
Calls
$321M
Puts
$170M
Net Calls
+$151M
Net Calls Change
-$131M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
801
Ipswich Investment Management
Massachusetts
$806K -$5.73K -52 -0.7%
GI
802
Gradient Investments
Minnesota
$794K +$5.84K +53 +0.7%
FWM
803
ForthRight Wealth Management
Georgia
$792K -$11.3K -103 -1%
EB
804
Eastern Bank
Massachusetts
$791K -$100K -910 -11%
FCP
805
Fidelis Capital Partners
Florida
$784K -$81K -735 -9%
SWP
806
Sagespring Wealth Partners
Tennessee
$783K -$64.4K -585 -8%
PIM
807
Plato Investment Management
Australia
$782K +$409K +3,710 +111%
DWM
808
Dakota Wealth Management
Florida
$779K +$296K +2,690 +61%
MMG
809
Monetary Management Group
Missouri
$777K
NHT
810
New Hampshire Trust
New Hampshire
$775K
EWM
811
Echo Wealth Management
Minnesota
$775K
MC
812
Moors & Cabot
Massachusetts
$769K -$14.1K -128 -2%
GS
813
GTS Securities
New York
$766K +$493K +4,479 +181%
BFIM
814
Beese Fulmer Investment Management
Ohio
$766K +$3.19K +29 +0.4%
DAC
815
Dividend Assets Capital
South Carolina
$763K
CFD
816
Creative Financial Designs
Indiana
$762K +$8.92K +81 +1%
SIA
817
Soltis Investment Advisors
Utah
$760K +$336K +3,051 +79%
AA
818
Armis Advisers
Georgia
$760K +$241K +2,192 +44%
PCA
819
Prosperity Capital Advisors
Ohio
$759K -$235K -2,137 -24%
IC
820
Inscription Capital
Texas
$758K +$148K +1,340 +24%
CCA
821
Checchi Capital Advisers
California
$757K -$7.05K -64 -0.9%
Envestnet Portfolio Solutions
822
Envestnet Portfolio Solutions
Illinois
$746K +$41K +372 +6%
GC
823
Grimes & Company
Massachusetts
$744K +$4.19K +38 +0.6%
WP
824
Woodline Partners
California
$741K -$6.27M -56,903 -89%
DT
825
Diversified Trust
Tennessee
$740K +$85K +772 +13%