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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
LSPW
1351
Lake Street Private Wealth
Illinois
$211K +$201K +1,895 New
BST
1352
Bath Savings Trust
Maine
$210K +$201K +1,893 New
CHAM
1353
Clear Harbor Asset Management
Connecticut
$210K +$200K +1,885 New
BRM
1354
Boston Research & Management
Massachusetts
$209K +$199K +1,880 New
FCM
1355
Fourpath Capital Management
Oklahoma
$208K +$199K +1,872 New
TWC
1356
TD Waterhouse Canada
Ontario, Canada
$208K -$84.3K -795 -30%
SFG
1357
Snider Financial Group
Washington
$208K +$198K +1,867 New
PAMG
1358
Patton Albertson Miller Group
Tennessee
$207K +$198K +1,863 New
UAG
1359
United Advisor Group
Ohio
$206K +$197K +1,855 New
NRS
1360
Neville Rodie & Shaw
New York
$206K +$196K +1,852 New
DAS
1361
Dynamic Advisor Solutions
Arizona
$206K +$196K +1,852 New
XF
1362
XML Financial
Maryland
$206K +$196K +1,850 New
AFP
1363
Ausdal Financial Partners
Iowa
$206K +$196K +1,849 New
IIC
1364
Integrated Investment Consultants
Michigan
$205K -$1.66M -15,617 -89%
TCOTS
1365
Trust Company of the South
North Carolina
$205K +$196K +1,847 New
CCA
1366
Childress Capital Advisors
Texas
$205K +$196K +1,845 New
LC
1367
LCNB Corp
Ohio
$205K +$196K +1,844 New
TWM
1368
Thrive Wealth Management
Pennsylvania
$204K +$195K +1,836 New
W
1369
WorthPointe
California
$203K +$194K +1,828 New
YP
1370
YANKCOM Partnership
South Dakota
$203K
Lazard Asset Management
1371
Lazard Asset Management
New York
$202K -$1.18M -11,145 -86%
PFA
1372
Pettinga Financial Advisors
Indiana
$202K +$193K +1,816 New
PMG
1373
Private Management Group
California
$202K +$193K +1,816 New
CSC
1374
Caldwell Sutter Capital
California
$202K
CIA
1375
Compass Ion Advisors
Pennsylvania
$202K +$192K +1,813 New