1,662 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, 566 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: 566 | Existing positions reduced: 584

Holders
1,662
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
UFA
1351
Unify Financial Advisors
Florida
$209K
BRM
1352
Boston Research & Management
Massachusetts
$207K
GWAM
1353
Guardian Wealth Advisors (Minnesota)
Minnesota
$207K
BST
1354
Bath Savings Trust
Maine
$207K
ZBNA
1355
Zions Bancorporation, National Association
Utah
$207K
PSP
1356
Principal Street Partners
Tennessee
$207K
CWM
1357
Circle Wealth Management
New Jersey
$206K
TCM
1358
Traynor Capital Management
Pennsylvania
$205K
NPF
1359
Norris Perne & French
Michigan
$205K
XF
1360
XML Financial
Maryland
$205K
NRS
1361
Neville Rodie & Shaw
New York
$204K
SSWM
1362
Strait & Sound Wealth Management
California
$203K
SAM
1363
Secure Asset Management
Michigan
$202K
MWS
1364
MFA Wealth Services
California
$202K
CIA
1365
Compass Ion Advisors
Pennsylvania
$202K
OFO
1366
OneAscent Family Office
Alabama
$202K
HCM
1367
HMS Capital Management
Tennessee
$201K
YP
1368
YANKCOM Partnership
South Dakota
$201K
WG
1369
Wealth Group
North Carolina
$201K
CSC
1370
Caldwell Sutter Capital
California
$200K
WAM
1371
Walker Asset Management
Missouri
$200K
PFA
1372
Pettinga Financial Advisors
Indiana
$200K
OWM
1373
OneAscent Wealth Management
Alabama
$200K
LWM
1374
Lodestone Wealth Management
Washington
$197K
M
1375
MOTCO
Texas
$195K