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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
WW
1101
Waterfront Wealth
Kansas
$367K
CW
1102
CreativeOne Wealth
Kansas
$366K -$17.4K -158 -5%
CPIG
1103
Chicago Partners Investment Group
Illinois
$365K +$31.5K +286 +9%
FCAS
1104
First Command Advisory Services
Texas
$363K -$1.76K -16 -0.5%
DA
1105
Dillon & Associates
Michigan
$363K
DOA
1106
D'Orazio & Associates
Virginia
$362K +$881 +8 +0.2%
PFGIA
1107
Patriot Financial Group Insurance Agency
Massachusetts
$361K +$1.1K +10 +0.3%
LFP
1108
Lakeshore Financial Planning
Michigan
$360K +$330 +3 +0.1%
HBT
1109
Heartland Bank & Trust
Illinois
$358K
MFG
1110
Marmo Financial Group
Tennessee
$357K +$1.87K +17 +0.5%
CP
1111
Canopy Partners
Ohio
$356K -$8.59K -78 -2%
Fuller & Thaler Asset Management
1112
Fuller & Thaler Asset Management
California
$356K
BNA
1113
BankChampaign National Association
Illinois
$355K +$354K +3,218 New
LAI
1114
Legal Advantage Investments
California
$353K
WC
1115
Woodstock Corp
Massachusetts
$353K
DAM
1116
Delta Asset Management
Tennessee
$353K
NAS
1117
NWF Advisory Services
California
$349K -$5.51K -50 -2%
OL
1118
Optas LLC
Texas
$349K +$60.9K +553 +21%
BAM
1119
Berkshire Asset Management
Pennsylvania
$348K +$111K +1,008 +47%
SP
1120
SmartHarvest Portfolios
Washington
$348K +$348K +3,155 New
1SB
1121
1ST Source Bank
Indiana
$348K
IPW
1122
Invictus Private Wealth
Colorado
$348K -$6.06K -55 -2%
IP
1123
Investment Partners
Ohio
$346K -$40.9K -371 -11%
GAG
1124
GM Advisory Group
New York
$346K -$5.95K -54 -2%
KTC
1125
Kentucky Trust Company
Kentucky
$345K