1,651 hedge funds and large institutions have $38.5B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 562 increasing their positions, 582 reducing their positions, and 94 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 (-$315M)

3% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 582

Holders
1,651
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
SFG
1301
SageGuard Financial Group
Tennessee
$227K
SPC
1302
Spirepoint Private Client
Florida
$227K
BMWM
1303
Brown Miller Wealth Management
Virginia
$227K
DE
1304
Diversified Enterprises
Delaware
$226K
LC
1305
LCNB Corp
Ohio
$225K
PFM
1306
Patton Fund Management
Texas
$225K
EFG
1307
Everhart Financial Group
Ohio
$225K
TPCW
1308
TD Private Client Wealth
New York
$225K
VHAM
1309
Van Hulzen Asset Management
California
$224K
CGL
1310
Clarius Group LLC
Washington
$224K
NFW
1311
Noble Family Wealth
Florida
$224K
CCG
1312
Catalina Capital Group
California
$223K
WC
1313
Wynn Capital
Georgia
$221K
AIS
1314
AM Investment Strategies
Tennessee
$221K
MSCM
1315
McElhenny Sheffield Capital Management
Texas
$221K
MFWP
1316
Mosaic Family Wealth Partners
Missouri
$221K
FA
1317
Fagan Associates
New York
$221K
OAM
1318
Oberweis Asset Management
Illinois
$221K
SCA
1319
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
PHIMC
1320
Private Harbour Investment Management & Counsel
Ohio
$221K
BCM
1321
Blume Capital Management
California
$221K
MFC
1322
Mechanics Financial Corp
Ohio
$221K
MO
1323
McMillan Office
Michigan
$221K
CAS
1324
CTC Alternative Strategies
Illinois
$221K
CHAM
1325
Clear Harbor Asset Management
Connecticut
$219K