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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

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: $38.9B → $38.6B (-$301M)

2% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 585

Holders
1,677
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
AWM
1126
Affinity Wealth Management
Delaware
$344K
TS
1127
Tamar Securities
California
$342K
ERIC
1128
Eagle Rock Investment Company
Georgia
$342K
SFS
1129
Stiles Financial Services
Minnesota
$342K
COCM
1130
Charter Oak Capital Management
New Hampshire
$341K
MWM
1131
Modern Wealth Management
Kansas
$338K
PAM
1132
Pegasus Asset Management
New York
$337K
FNFDCM
1133
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$336K
NWA
1134
Navis Wealth Advisors
New York
$333K
CPC
1135
Consolidated Planning Corp
Georgia
$333K
CBA
1136
Coastal Bridge Advisors
Connecticut
$332K
HKAM
1137
Horizon Kinetics Asset Management
New York
$331K
SFG
1138
Sather Financial Group
Texas
$331K
VWA
1139
Visionary Wealth Advisors
Illinois
$330K
EGM
1140
Engineers Gate Manager
New York
$329K
OC
1141
Oakworth Capital
Alabama
$327K
AR
1142
Apeiron RIA
Texas
$327K
WA
1143
Waystone Advisors
Washington
$326K
RG
1144
Renaissance Group
Kentucky
$326K
MWM
1145
Maridea Wealth Management
New York
$326K
BRG
1146
Bay Rivers Group
Virginia
$325K
DWML
1147
Decker Wealth Management LLC
Tennessee
$324K
FHC
1148
First Horizon Corporation
Tennessee
$324K
TWM
1149
Tradition Wealth Management
Minnesota
$322K
BWM
1150
BKM Wealth Management
Wisconsin
$321K