We are live on ! Find out more

1,621 hedge funds and large institutions have $38.9B invested in Aflac in 2025 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 491 increasing their positions, 644 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $465M | Put options by funds: $183M

33% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 102

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more capital invested

Capital invested by funds: $38.5B → $38.9B (+$394M)

1% more funds holding

Funds holding: 1,6121,621 (+9)

2.22% less ownership

Funds ownership: 67.5%65.28% (-2.2%)

24% less repeat investments, than reductions

Existing positions increased: 491 | Existing positions reduced: 644

Holders
1,621
Holders Change
+9
Holders Change %
+0.56%
% of All Funds
21.28%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.26%
New
136
Increased
491
Reduced
644
Closed
102
Calls
$465M
Puts
$183M
Net Calls
+$282M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1301
Orrstown Financial Services
Pennsylvania
$223K
PHIMC
1302
Private Harbour Investment Management & Counsel
Ohio
$223K
SCA
1303
STALEY CAPITAL ADVISERS
Pennsylvania
$223K
AIS
1304
AM Investment Strategies
Tennessee
$223K
EFG
1305
Everhart Financial Group
Ohio
$223K +$209K +1,994 New
MFWP
1306
Mosaic Family Wealth Partners
Missouri
$223K
PPWM
1307
Perissos Private Wealth Management
Oklahoma
$222K
AAS
1308
Ameritas Advisory Services
Nebraska
$222K -$31.6K -301 -13%
IAS
1309
Insigneo Advisory Services
Florida
$222K -$41K -390 -16%
LI
1310
LMCG Investments
Massachusetts
$222K
AA
1311
Addison Advisors
Vermont
$221K
NPF
1312
Norris Perne & French
Michigan
$221K +$5.88K +56 +3%
CS
1313
Capital Square
Tennessee
$220K +$207K +1,972 New
CHAM
1314
Clear Harbor Asset Management
Connecticut
$219K
SAM
1315
Secure Asset Management
Michigan
$219K -$20.9K -199 -9%
SEIA
1316
Signature Estate & Investment Advisors
California
$219K -$630 -6 -0.3%
PM
1317
Penbrook Management
New York
$218K -$341K -3,250 -63%
LC
1318
LCNB Corp
Ohio
$217K +$204K +1,944 New
NI
1319
Natural Investments
California
$216K -$41.1K -391 -17%
SIM
1320
Stratos Investment Management
Ohio
$216K -$50.6K -482 -20%
WWM
1321
Western Wealth Management
Colorado
$215K -$16.9K -161 -8%
TWA
1322
TCI Wealth Advisors
Arizona
$215K +$202K +1,921 New
Lazard Asset Management
1323
Lazard Asset Management
New York
$213K -$3.26K -31 -2%
MAG
1324
Mayfair Advisory Group
Alabama
$213K +$200K +1,908 New
TCM
1325
Traynor Capital Management
Pennsylvania
$213K +$200K +1,908 New