1,664 hedge funds and large institutions have $38.5B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 567 increasing their positions, 584 reducing their positions, and 95 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 (-$312M)

3% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 584

Holders
1,664
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
RC
1351
Rahlfs Capital
Texas
$209K
UFA
1352
Unify Financial Advisors
Florida
$209K
BRM
1353
Boston Research & Management
Massachusetts
$207K
GWAM
1354
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K
BST
1355
Bath Savings Trust
Maine
$207K
ZBNA
1356
Zions Bancorporation, National Association
Utah
$207K
PSP
1357
Principal Street Partners
Tennessee
$207K
CWM
1358
Circle Wealth Management
New Jersey
$206K
TCM
1359
Traynor Capital Management
Pennsylvania
$205K
NPF
1360
Norris Perne & French
Michigan
$205K
XF
1361
XML Financial
Maryland
$205K
NRS
1362
Neville Rodie & Shaw
New York
$204K
SSWM
1363
Strait & Sound Wealth Management
California
$203K
SAM
1364
Secure Asset Management
Michigan
$202K
MWS
1365
MFA Wealth Services
California
$202K
CIA
1366
Compass Ion Advisors
Pennsylvania
$202K
OFO
1367
OneAscent Family Office
Alabama
$202K
HCM
1368
HMS Capital Management
Tennessee
$201K
YP
1369
YANKCOM Partnership
South Dakota
$201K
WG
1370
Wealth Group
North Carolina
$201K
CSC
1371
Caldwell Sutter Capital
California
$200K
WAM
1372
Walker Asset Management
Missouri
$200K
PFA
1373
Pettinga Financial Advisors
Indiana
$200K
OWM
1374
OneAscent Wealth Management
Alabama
$200K
LWM
1375
Lodestone Wealth Management
Washington
$197K