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Assurant

541 hedge funds and large institutions have $10.2B invested in Assurant in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 200 increasing their positions, 200 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,701% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $563K

7% more capital invested

Capital invested by funds: $9.49B → $10.2B (+$687M)

1% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 70

0% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 200

1% less funds holding

Funds holding: 547541 (-6)

1.41% less ownership

Funds ownership: 94.45%93.04% (-1.4%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
541
Holders Change
-6
Holders Change %
-1.1%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
71
Increased
200
Reduced
200
Closed
70
Calls
$10.1M
Puts
$563K
Net Calls
+$9.57M
Net Calls Change
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
301
Mitsubishi UFJ Trust & Banking
Japan
$474K +$269K +1,325 +154%
OIA
302
OneDigital Investment Advisors
Kansas
$473K +$45.9K +226 +12%
DO
303
denkapparat Operations
Germany
$473K -$140K -688 -24%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$468K +$19.3K +95 +5%
RTC
305
Real Talk Capital
Tennessee
$466K +$5.68K +28 +1%
OF
306
Optimize Financial
California
$462K +$63.9K +315 +17%
KBC Group
307
KBC Group
Belgium
$451K -$21.7K -107 -5%
WAM
308
WFA Asset Management
Wisconsin
$448K
FFB
309
First Financial Bankshares
Texas
$441K +$413K +2,036 New
CA
310
Clearstead Advisors
Ohio
$438K +$49.3K +243 +14%
RWM
311
Ritholtz Wealth Management
New York
$436K -$136K -669 -25%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$434K -$250K -1,230 -38%
SAM
313
Silvercrest Asset Management
New York
$433K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
314
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$433K -$1.63M -8,024 -80%
EF
315
Empirical Finance
Pennsylvania
$429K +$4.06K +20 +1%
OAC
316
OMERS Administration Corp
Ontario, Canada
$417K
FFM
317
Forum Financial Management
Illinois
$415K +$81.8K +403 +27%
US Bancorp
318
US Bancorp
Minnesota
$410K +$76.3K +376 +25%
CB
319
Commerce Bank
Missouri
$408K +$12.2K +60 +3%
HT
320
Headlands Technologies
Illinois
$402K +$377K +1,856 New
Asset Management One
321
Asset Management One
Japan
$392K +$29.4K +145 +9%
SA
322
Sanctuary Advisors
Indiana
$392K -$26.4K -130 -7%
BIAS
323
Beacon Investment Advisory Services
New Jersey
$391K
GCM
324
Graham Capital Management
Connecticut
$386K -$3.27M -16,118 -90%
Focus Partners Wealth
325
Focus Partners Wealth
Massachusetts
$381K -$84.8K -418 -17%

AIZ Hedge Fund Activity: Q3 2025 in Review

541 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q3 2025, worth a combined $10.2B — up 7.2% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AIZ positions and 70 closed out — a net gain of 1 holder — while 200 added to existing stakes and 200 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $195M. The largest seller was AQR Capital Management, cutting an estimated $71.4M.

  • 541 institutional investors held Assurant (AIZ) as of Q3 2025, down from 547 in Q2 2025.
  • Funds reported $10.2B of Assurant stock for Q3 2025, up 7.2% quarter-over-quarter.
  • 71 funds opened new Assurant positions in Q3 2025 and 70 closed out, a net change of +1 holder.
  • The largest Assurant buyer in Q3 2025 was Bank of New York Mellon, an estimated $195M added.
  • The largest Assurant seller in Q3 2025 was AQR Capital Management, an estimated $71.4M sold.

Based on aggregated 13F filings for Q3 2025.