1,606 hedge funds and large institutions have $40.6B invested in Aflac in 2025 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 511 increasing their positions, 626 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,606
Holders Change
+46
Holders Change %
+2.95%
% of All Funds
21.81%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.37%
New
153
Increased
511
Reduced
626
Closed
80
Calls
$365M
Puts
$173M
Net Calls
+$192M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1001
Pingora Partners
Wyoming
$445K
FNC
1002
First National Corp
Massachusetts
$445K
ETS
1003
ESL Trust Services
New York
$445K
TCG
1004
Transcendent Capital Group
Oklahoma
$445K +$445K +3,998 New
D
1005
Dentgroup
Louisiana
$443K
AG
1006
AlTi Global
New York
$443K +$28.8K +259 +7%
SSWM
1007
Smith Salley Wealth Management
North Carolina
$442K -$146K -1,309 -25%
AFM
1008
Armstrong Fleming & Moore
District of Columbia
$442K +$442K +3,973 New
CAM
1009
Cidel Asset Management
Ontario, Canada
$441K -$22.8K -205 -5%
GWANC
1010
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K +$2.11K +19 +0.5%
CW
1011
CreativeOne Wealth
Kansas
$440K -$262K -2,360 -37%
SAM
1012
Smartleaf Asset Management
Massachusetts
$439K +$27.1K +247 +7%
CCP
1013
Carmel Capital Partners
California
$439K +$778 +7 +0.2%
SFG
1014
SevenBridge Financial Group
Pennsylvania
$439K -$19K -180 -4%
GIA
1015
Gladstone Institutional Advisory
Florida
$434K +$4K +36 +0.9%
PTC
1016
Philadelphia Trust Company
Pennsylvania
$434K
GSEP
1017
Golden State Equity Partners
California
$432K -$31.6K -284 -7%
KFI
1018
Key Financial Inc
Pennsylvania
$430K
GVAG
1019
Great Valley Advisor Group
Delaware
$429K -$556 -5 -0.1%
BMCM
1020
Burns Matteson Capital Management
New York
$426K +$74.6K +671 +21%
DMBA
1021
Deseret Mutual Benefit Administrators
Utah
$425K +$28.1K +253 +7%
TPI
1022
Trust Point Inc
Wisconsin
$424K -$16.9K -152 -4%
BPWM
1023
Badgley Phelps Wealth Managers
Washington
$424K -$2.89K -26 -0.7%
NW
1024
NewEdge Wealth
Pennsylvania
$423K -$103K -923 -20%
IPW
1025
Invictus Private Wealth
Colorado
$423K -$14.5K -130 -3%