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
TW
1251
Transform Wealth
Colorado
$252K +$240K +2,263 New
SC
1252
Scotia Capital
Ontario, Canada
$250K +$11.7K +110 +5%
CT
1253
Chicago Trust
Illinois
$250K
FBB
1254
Fulton Breakefield Broenniman
Maryland
$249K
IAA
1255
Ironsides Asset Advisors
North Carolina
$248K -$159K -1,500 -40%
CA
1256
CoreCap Advisors
Michigan
$248K -$2.6M -24,505 -92%
LMKC
1257
L.M. Kohn & Company
Ohio
$247K +$106 +1 +0%
MHR
1258
Matthew Hamilton Rosenberg
$247K
WA
1259
Wealth Architects
California
$246K -$2.33K -22 -1%
KCM
1260
Kornitzer Capital Management
Kansas
$245K
PCP
1261
Proficio Capital Partners
Massachusetts
$245K +$233K +2,201 New
BCFD
1262
Boit C.F. David
$245K
ORC
1263
O'Rourke & Company
Massachusetts
$245K
BPCE
1264
Bank Pictet & Cie (Europe)
Germany
$243K +$232K +2,188 New
CWMK
1265
Caliber Wealth Management (Kansas)
Kansas
$242K +$231K +2,177 New
AG
1266
AmeriFlex Group
Nevada
$242K +$97.6K +920 +73%
LFA
1267
Legacy Financial Advisors
Kentucky
$241K +$318 +3 +0.1%
MFG
1268
Midwest Financial Group
Kansas
$241K
FG
1269
Foster Group
Iowa
$241K +$230K +2,166 New
HA
1270
HC Advisors
Georgia
$241K
WWG
1271
West Wealth Group
California
$241K +$1.59K +15 +0.7%
WF
1272
Wayfinding Financial
Washington
$240K -$318 -3 -0.1%
SHFA
1273
Sherrill & Hutchins Financial Advisory
Georgia
$240K -$12.5K -118 -5%
JF
1274
Joule Financial
Kentucky
$240K
WWM
1275
Western Wealth Management
Colorado
$240K -$63.3K -597 -22%