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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
GRP
401
Global Retirement Partners
California
$197K -$6.09K -30 -3%
TRCT
402
Tower Research Capital (TRC)
New York
$191K -$194K -956 -52%
HPC
403
HM Payson & Co
Maine
$191K +$176K +866 +5,773%
UFF
404
USA Financial Formulas
Michigan
$188K -$32.7K -161 -16%
PWA
405
Principia Wealth Advisory
Texas
$178K -$2.23K -11 -1%
ASN
406
Advisory Services Network
Georgia
$172K +$161K +792 New
HI
407
Horizon Investments
North Carolina
$171K -$2.03K -10 -1%
CI
408
CX Institutional
Indiana
$170K +$24.3K +120 +18%
PE
409
Point72 Europe
United Kingdom
$164K +$154K +757 New
HIA
410
Harbor Investment Advisory
Maryland
$157K -$50.7K -250 -26%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$155K +$76.9K +379 +113%
A
412
AlphaQuest
New York
$134K +$6.49K +32 +5%
C
413
Covestor
United Kingdom
$124K +$42.6K +210 +58%
EWA
414
EverSource Wealth Advisors
Alabama
$118K +$3.65K +18 +3%
CPBTD
415
Central Pacific Bank - Trust Division
Hawaii
$117K -$4.06K -20 -4%
RAM
416
Resona Asset Management
Japan
$113K -$6.29K -31 -6%
CPCPP
417
Canada Post Corporation Pension Plan
Canada
$111K
AG
418
AmeriFlex Group
Nevada
$102K +$47.7K +235 +100%
SPIA
419
Steward Partners Investment Advisory
New York
$102K +$20.5K +101 +27%
QC
420
Quent Capital
New York
$92.9K +$87K +429 New
GWSG
421
GPS Wealth Strategies Group
Colorado
$92.6K
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$84K -$31.9K -157 -29%
MG
423
Mather Group
Illinois
$79.7K +$74.7K +368 New
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
$72K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$70K +$9.33K +46 +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.