We are live on ! Find out more

1,624 hedge funds and large institutions have $41.1B invested in Aflac in 2025 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 512 increasing their positions, 633 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $365M | Put options by funds: $173M

90% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 81

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

3% more funds holding

Funds holding: 1,5771,624 (+47)

2% more capital invested

Capital invested by funds: $40.3B → $41.1B (+$844M)

0.71% more ownership

Funds ownership: 67.11%67.82% (+0.71%)

19% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 633

Holders
1,624
Holders Change
+47
Holders Change %
+2.98%
% of All Funds
21.78%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
154
Increased
512
Reduced
633
Closed
81
Calls
$365M
Puts
$173M
Net Calls
+$192M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1026
Gladstone Institutional Advisory
Florida
$434K +$3.82K +36 +0.9%
PTC
1027
Philadelphia Trust Company
Pennsylvania
$434K
GSEP
1028
Golden State Equity Partners
California
$432K -$30.1K -284 -7%
KFI
1029
Key Financial Inc
Pennsylvania
$430K
GVAG
1030
Great Valley Advisor Group
Delaware
$429K -$530 -5 -0.1%
BMCM
1031
Burns Matteson Capital Management
New York
$426K +$71.2K +671 +21%
DMBA
1032
Deseret Mutual Benefit Administrators
Utah
$425K +$26.8K +253 +7%
TPI
1033
Trust Point Inc
Wisconsin
$424K -$16.1K -152 -4%
BPWM
1034
Badgley Phelps Wealth Managers
Washington
$424K -$2.76K -26 -0.7%
NW
1035
NewEdge Wealth
Pennsylvania
$423K -$97.9K -923 -20%
IPW
1036
Invictus Private Wealth
Colorado
$423K -$13.8K -130 -3%
LFP
1037
Lakeshore Financial Planning
Michigan
$422K -$636 -6 -0.2%
LIM
1038
Letson Investment Management
Georgia
$421K
NB
1039
Nicolet Bankshares
Wisconsin
$417K
IF
1040
Intrua Financial
Texas
$417K -$527K -4,970 -57%
NWM
1041
Northcape Wealth Management
New York
$417K -$11.7K -110 -3%
CC
1042
Chicago Capital
Illinois
$415K
SAI
1043
Savvy Advisors Inc
New York
$414K +$52K +490 +15%
BFA
1044
Beaumont Financial Advisors
Massachusetts
$413K +$29.2K +275 +8%
PAG
1045
Powers Advisory Group
Illinois
$413K +$955 +9 +0.2%
BCM
1046
Bayesian Capital Management
New York
$411K -$1.17M -11,000 -75%
FWTB
1047
First Western Trust Bank
Colorado
$410K -$7.11K -67 -2%
IAN
1048
Integrated Advisors Network
Texas
$409K -$63.2K -596 -14%
AFC
1049
AFT Forsyth & Company
Florida
$409K
BFIM
1050
Beese Fulmer Investment Management
Ohio
$408K +$15.6K +147 +4%