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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
AAP
376
Arax Advisory Partners
Colorado
$248K -$101K -500 -30%
MGP
377
Metis Global Partners
California
$246K -$16.6K -82 -7%
TPCW
378
TD Private Client Wealth
New York
$246K +$120K +593 +109%
CAG
379
Csenge Advisory Group
Florida
$245K -$66.6K -328 -22%
Wealthfront Advisers
380
Wealthfront Advisers
California
$241K +$226K +1,113 New
SHFA
381
SC&H Financial Advisors
Maryland
$240K
CFP
382
Catalyst Financial Partners
Massachusetts
$240K +$2.23K +11 +1%
LI
383
LRI Investments
Florida
$236K +$65.1K +321 +42%
AFCM
384
Applied Finance Capital Management
Puerto Rico
$236K -$34.5K -170 -14%
CPC
385
Cookson Peirce & Co
Pennsylvania
$235K -$751K -3,703 -77%
C
386
Certuity
Florida
$234K +$219K +1,079 New
CAM
387
Cresset Asset Management
Illinois
$231K +$7.91K +39 +4%
AWM
388
Arista Wealth Management
Nevada
$230K +$216K +1,064 New
CWM
389
Calamos Wealth Management
Illinois
$230K -$31.9K -157 -13%
SW
390
SteelPeak Wealth
California
$223K +$209K +1,028 New
AI
391
Atria Investments
North Carolina
$223K -$94.4K -465 -31%
CPC
392
CFC Planning Company
Indiana
$222K +$208K +1,023 New
WA
393
WBH Advisory
Maryland
$217K +$203K +1,000 New
KPWS
394
Kestra Private Wealth Services
Texas
$215K +$202K +995 New
BA
395
Ballast Advisors
Minnesota
$214K +$200K +988 New
SC
396
Scratch Capital
Idaho
$211K +$198K +976 New
NIM
397
NEOS Investment Management
Connecticut
$210K +$196K +968 New
MSE
398
MUFG Securities EMEA
United Kingdom
$209K -$1.07M -5,285 -85%
HI
399
Humankind Investments
New York
$205K +$192K +948 New
CFO
400
Callan Family Office
Pennsylvania
$203K +$190K +938 New

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.