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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
HWA
1326
Heartwood Wealth Advisors
Virginia
$213K
SSC
1327
Syverson Strege & Co
Iowa
$213K -$75.7K -721 -27%
LWM
1328
Laidlaw Wealth Management
New York
$212K
GWAM
1329
Guardian Wealth Advisors (Minnesota)
Minnesota
$210K +$197K +1,877 New
BST
1330
Bath Savings Trust
Maine
$209K +$197K +1,875 New
PSP
1331
Principal Street Partners
Tennessee
$209K -$183K -1,740 -48%
BRM
1332
Boston Research & Management
Massachusetts
$209K +$197K +1,880 New
CWM
1333
Circle Wealth Management
New Jersey
$208K +$195K +1,861 New
SSWM
1334
Strait & Sound Wealth Management
California
$208K +$195K +1,858 New
OWM
1335
OneAscent Wealth Management
Alabama
$207K -$4.73K -45 -2%
NRS
1336
Neville Rodie & Shaw
New York
$207K +$195K +1,852 New
DAS
1337
Diversify Advisory Services
Utah
$207K +$203K +1,934 New
XF
1338
XML Financial
Maryland
$207K +$194K +1,850 New
TCOTS
1339
Trust Company of the South
North Carolina
$206K +$194K +1,847 New
FMLI
1340
Fukoku Mutual Life Insurance
Japan
$206K -$44.9K -427 -19%
WCFA
1341
Walkner Condon Financial Advisors
Wisconsin
$206K +$193K +1,840 New
W
1342
WorthPointe
California
$205K +$193K +1,838 New
TWC
1343
TD Waterhouse Canada
Ontario, Canada
$205K -$8.09K -77 -4%
VCM
1344
Versant Capital Management
Arizona
$205K -$4.1K -39 -2%
MWS
1345
MFA Wealth Services
California
$204K +$192K +1,827 New
YP
1346
YANKCOM Partnership
South Dakota
$204K -$2.52K -24 -1%
HCM
1347
HMS Capital Management
Tennessee
$204K +$192K +1,826 New
AWA
1348
Arete Wealth Advisors
Illinois
$203K +$191K +1,822 New
PFA
1349
Pettinga Financial Advisors
Indiana
$203K +$191K +1,816 New
CIA
1350
Compass Ion Advisors
Pennsylvania
$203K +$191K +1,815 New