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
PPWM
1326
Perissos Private Wealth Management
Oklahoma
$219K
LI
1327
LMCG Investments
Massachusetts
$219K
CS
1328
Capital Square
Tennessee
$218K
AA
1329
Addison Advisors
Vermont
$218K
PM
1330
Penbrook Management
New York
$215K
VCM
1331
Versant Capital Management
Arizona
$215K
PGAM
1332
Princeton Global Asset Management
New Jersey
$215K
NP
1333
NorthRock Partners
Minnesota
$212K
AIM
1334
Acropolis Investment Management
Missouri
$212K
TWA
1335
TCI Wealth Advisors
Arizona
$212K
SEIA
1336
Signature Estate & Investment Advisors
California
$212K
W
1337
WorthPointe
California
$210K
MAG
1338
Mayfair Advisory Group
Alabama
$210K
HWA
1339
Heartwood Wealth Advisors
Virginia
$210K
CT
1340
Chicago Trust
Illinois
$210K
LWM
1341
Laidlaw Wealth Management
New York
$210K
AA
1342
Ancora Advisors
Ohio
$210K
RC
1343
Rahlfs Capital
Texas
$209K
BRM
1344
Boston Research & Management
Massachusetts
$207K
GWAM
1345
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K
BST
1346
Bath Savings Trust
Maine
$207K
ZBNA
1347
Zions Bancorporation, National Association
Utah
$207K
PSP
1348
Principal Street Partners
Tennessee
$207K
CWM
1349
Circle Wealth Management
New Jersey
$206K
TCM
1350
Traynor Capital Management
Pennsylvania
$205K