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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
RIM
1326
Rockbridge Investment Management
New York
$221K
PPWM
1327
Perissos Private Wealth Management
Oklahoma
$221K +$211K +1,989 New
RMDI
1328
R.M. Davis Inc
Maine
$220K -$26.5K -250 -11%
AA
1329
Addison Advisors
Vermont
$220K
UFF
1330
USA Financial Formulas
Michigan
$220K -$102K -957 -33%
DWAM
1331
Duncan Williams Asset Management
Tennessee
$219K +$209K +1,967 New
PMFA
1332
Plante Moran Financial Advisors
Michigan
$219K +$9.76K +92 +5%
NI
1333
Natural Investments
California
$218K -$47.1K -444 -18%
OFO
1334
OneAscent Family Office
Alabama
$218K +$208K +1,965 New
CS
1335
Capital Square
Tennessee
$218K +$636 +6 +0.3%
LFM
1336
LGT Fund Management
Liechtenstein
$217K
BFA
1337
Bill Few Associates
Pennsylvania
$217K
LA
1338
LVW Advisors
New York
$217K +$207K +1,949 New
CICC
1339
Capital Investment Counsel (Colorado)
Colorado
$217K -$208K -1,961 -50%
HCM
1340
HMS Capital Management
Tennessee
$216K -$11.8K -111 -5%
FWM
1341
Forefront Wealth Management
Pennsylvania
$214K -$2.97K -28 -1%
NPF
1342
Norris Perne & French
Michigan
$213K +$204K +1,920 New
DS
1343
DRW Securities
Illinois
$213K -$229K -2,156 -53%
BAM
1344
Berkshire Asset Management
Pennsylvania
$213K +$212K +2,000 New
MAG
1345
Mayfair Advisory Group
Alabama
$212K +$202K +1,908 New
HWA
1346
Heartwood Wealth Advisors
Virginia
$212K -$10.6K -100 -5%
ACA
1347
Affinity Capital Advisors
California
$212K +$424 +4 +0.2%
LWM
1348
Laidlaw Wealth Management
New York
$211K +$202K +1,902 New
HWP
1349
Heritage Wealth Partners
Ohio
$211K -$13.5K -127 -6%
USB
1350
Union Savings Bank
Connecticut
$211K