1,662 hedge funds and large institutions have $38.5B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 566 increasing their positions, 584 reducing their positions, and 95 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

1% less capital invested

Capital invested by funds: $38.8B → $38.5B (-$312M)

3% less repeat investments, than reductions

Existing positions increased: 566 | Existing positions reduced: 584

Holders
1,662
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
$321M
Puts
$170M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1101
D'Orazio & Associates
Virginia
$362K
PFGIA
1102
Patriot Financial Group Insurance Agency
Massachusetts
$361K
LFP
1103
Lakeshore Financial Planning
Michigan
$360K
HBT
1104
Heartland Bank & Trust
Illinois
$358K
MFG
1105
Marmo Financial Group
Tennessee
$357K
CP
1106
Canopy Partners
Ohio
$356K
Fuller & Thaler Asset Management
1107
Fuller & Thaler Asset Management
California
$356K
LAI
1108
Legal Advantage Investments
California
$353K
WC
1109
Woodstock Corp
Massachusetts
$353K
DAM
1110
Delta Asset Management
Tennessee
$353K
NAS
1111
NWF Advisory Services
California
$349K
OL
1112
Optas LLC
Texas
$349K
BAM
1113
Berkshire Asset Management
Pennsylvania
$348K
SP
1114
SmartHarvest Portfolios
Washington
$348K
1SB
1115
1ST Source Bank
Indiana
$348K
IPW
1116
Invictus Private Wealth
Colorado
$348K
IP
1117
Investment Partners
Ohio
$346K
GAG
1118
GM Advisory Group
New York
$346K
KTC
1119
Kentucky Trust Company
Kentucky
$345K
AWM
1120
Affinity Wealth Management
Delaware
$344K
TS
1121
Tamar Securities
California
$342K
ERIC
1122
Eagle Rock Investment Company
Georgia
$342K
SFS
1123
Stiles Financial Services
Minnesota
$342K
COCM
1124
Charter Oak Capital Management
New Hampshire
$341K
MWM
1125
Modern Wealth Management
Kansas
$338K