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1,677 hedge funds and large institutions have $38.6B invested in Aflac in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 571 increasing their positions, 585 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

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: $38.9B → $38.6B (-$301M)

2% less repeat investments, than reductions

Existing positions increased: 571 | Existing positions reduced: 585

Holders
1,677
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
RIL
1401
Rothschild Investment LLC
Illinois
$150K
TCOT
1402
Trust Company of Toledo
Ohio
$149K
BC
1403
Barrett & Company
Rhode Island
$148K
CAL
1404
Capital Analysts LLC
Pennsylvania
$141K
VWA
1405
VSM Wealth Advisory
Maryland
$140K
SSG
1406
Summit Securities Group
New York
$137K
DCM
1407
Davis Capital Management
Florida
$134K
CFG
1408
CKW Financial Group
Hawaii
$133K
FWA
1409
Flagship Wealth Advisors
Massachusetts
$132K
LGWM
1410
Litman Gregory Wealth Management
California
$131K
SIM
1411
Sentry Investment Management
Wisconsin
$128K
CFFP
1412
Center for Financial Planning
Michigan
$124K
FDP
1413
Financiere des Professionnels
Quebec, Canada
$121K
WSCM
1414
Wellington Shields Capital Management
New York
$121K
SWP
1415
Strategic Wealth Partners
Ohio
$120K
BWA
1416
Basecamp Wealth Advisors
Washington
$118K
BSB
1417
Bangor Savings Bank
Maine
$116K
ADL
1418
Asset Dedication LLC
California
$116K
IBOK
1419
Independence Bank of Kentucky
Kentucky
$116K
KA
1420
Kozak & Associates
Colorado
$113K
MCM
1421
Manchester Capital Management
Vermont
$113K
BCWM
1422
Bartlett & Co Wealth Management
Ohio
$112K
QC
1423
Quent Capital
New York
$110K
PAM
1424
Parvin Asset Management
South Dakota
$110K
BFS
1425
Beacon Financial Strategies
North Carolina
$105K