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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
SWIM
1601
Smallwood Wealth Investment Management
New Jersey
$2K +$1.91K +18 New
CAIM
1602
Catherine Avery Investment Management
Florida
$1.89K
WWM
1603
Wolff Wiese Magana
California
$1.67K
WA
1604
WestEnd Advisors
North Carolina
$1.67K +$1.06K +10 +200%
DWM
1605
Dogwood Wealth Management
Kansas
$1.67K +$1.59K +15 New
BHWM
1606
Bay Harbor Wealth Management
Maryland
$1.67K +$1.59K +15 New
PWA
1607
Principia Wealth Advisory
Texas
$1.58K +$212 +2 +15%
FNWA
1608
Financial Network Wealth Advisors
Utah
$1.45K +$1.38K +13 New
TCM
1609
TD Capital Management
Tennessee
$1.34K
GP
1610
Greenline Partners
New York
$1.33K +$1.27K +12 New
PWM
1611
Parkworth Wealth Management
California
$1.22K
RS
1612
Rakuten Securities
Japan
$1.11K +$424 +4 +67%
SWA
1613
SOA Wealth Advisors
New York
$1.08K -$5.3K -50 -83%
HHGA
1614
Halbert Hargrove Global Advisors
California
$1K +$955 +9 New
BLC
1615
Brown, Lisle/Cummings
Rhode Island
$890 +$849 +8 New
1IA
1616
1620 Investment Advisors
Massachusetts
$865
HIA
1617
HFM Investment Advisors
New Jersey
$779 +$742 +7 New
BFS
1618
Bare Financial Services
Pennsylvania
$667 +$636 +6 New
OCM
1619
Osterweis Capital Management
California
$556 +$530 +5 New
BMC
1620
Bear Mountain Capital
Washington
$441 +$424 +4 New
Parallax Volatility Advisers
1621
Parallax Volatility Advisers
California
$334 -$10.9M -102,825 -100%
HNW
1622
High Note Wealth
Minnesota
$222
YDMI
1623
Y.D. More Investments
Israel
$210 +$9.12K +86 +14%
LB
1624
Legacy Bridge
Iowa
$174 +$212 +2 New
EWP
1625
Elevation Wealth Partners
California
$18