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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
MSWA
1526
Marshall & Sterling Wealth Advisors
New York
$14.9K -$6.09K -58 -30%
RF
1527
Rossby Financial
Florida
$14.8K -$198K -1,889 -93%
EWM
1528
Evermay Wealth Management
Virginia
$13.4K
STB
1529
S&T Bank
Pennsylvania
$13.4K +$12.6K +120 New
CTC
1530
Cetera Trust Company
Minnesota
$13.2K
Q1WB
1531
Quest 10 Wealth Builders
Virginia
$13.1K -$105 -1 -0.8%
KFP
1532
Keener Financial Planning
Texas
$13K
AW
1533
Avion Wealth
Texas
$13K +$3.47K +33 +37%
AIP
1534
Alexis Investment Partners
Texas
$12.7K +$12K +114 New
GFWA
1535
Grey Fox Wealth Advisors
Delaware
$12.2K +$11.4K +109 New
SWM
1536
Spire Wealth Management
Virginia
$11.7K -$8.19K -78 -43%
HHMI
1537
Howard Hughes Medical Institute
Maryland
$11.6K -$210 -2 -2%
KG
1538
Kilter Group
New York
$11.2K +$945 +9 +10%
RWM
1539
RMG Wealth Management
Wisconsin
$11.1K
NAAA
1540
New Age Alpha Advisors
New York
$10.7K
Kayne Anderson Rudnick Investment Management
1541
Kayne Anderson Rudnick Investment Management
California
$10.7K
PWMG
1542
Prestige Wealth Management Group
New Jersey
$10.4K
VNA
1543
Valley National Advisers
Pennsylvania
$10K +$210 +2 +2%
HHGA
1544
Halbert Hargrove Global Advisors
California
$9.49K +$8.93K +85 New
FFL
1545
Financial Freedom LLC
Ohio
$9.33K
WAS
1546
Winch Advisory Services
Wisconsin
$9.07K
CIAS
1547
CBIZ Investment Advisory Services
Ohio
$8.82K -$33K -314 -80%
HWP
1548
Highline Wealth Partners
California
$8.82K
SC
1549
Stephens Consulting
Michigan
$8.49K -$9.98K -95 -56%
CTWM
1550
Cherry Tree Wealth Management
Minnesota
$8.49K