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Assurant

558 hedge funds and large institutions have $10.3B invested in Assurant in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 217 increasing their positions, 182 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-4
Holders Change %
-0.71%
% of All Funds
7.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
69
Increased
217
Reduced
182
Closed
62
Calls
$7.13M
Puts
$1.74M
Net Calls
+$5.39M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
426
Principia Wealth Advisory
Texas
$159K +$580 +3 +0.4%
HI
427
Horizon Investments
North Carolina
$154K +$6.08K +29 +4%
LI
428
LRI Investments
Florida
$153K +$36.7K +175 +32%
HIA
429
Harbor Investment Advisory
Maryland
$152K
SW
430
SVB Wealth
Massachusetts
$151K -$214K -1,018 -59%
FFA
431
Farther Finance Advisors
California
$148K +$4.66K +22 +3%
CI Investments Inc
432
CI Investments Inc
Ontario, Canada
$140K -$9.88K -47 -7%
IA
433
IFP Advisors
Florida
$134K -$65.8K -313 -33%
CI
434
CX Institutional
Indiana
$131K +$131K +624 New
SFI
435
Siemens Fonds Invest
Germany
$127K +$127K +604 New
CPBTD
436
Central Pacific Bank - Trust Division
Hawaii
$117K
ACA
437
Atlas Capital Advisors
Wyoming
$108K +$3.15K +15 +3%
GWM
438
Geneos Wealth Management
Colorado
$101K +$76.8K +366 +316%
LC
439
Lindbrook Capital
California
$95.4K +$90K +429 +1,650%
QC
440
Quent Capital
New York
$91.5K -$1.05K -5 -1%
GWSG
441
GPS Wealth Strategies Group
Colorado
$89.4K +$210 +1 +0.2%
MG
442
Mather Group
Illinois
$89.4K -$2.73K -13 -3%
TPCW
443
TD Private Client Wealth
New York
$88.3K +$47.8K +228 +118%
MCM
444
Manchester Capital Management
Vermont
$79.3K +$210 +1 +0.3%
C
445
Covestor
United Kingdom
$76K -$18.9K -90 -20%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$72.2K -$15.7K -75 -18%
Acadian Asset Management
447
Acadian Asset Management
Massachusetts
$70K
Jones Financial Companies
448
Jones Financial Companies
Missouri
$63.6K +$32.6K +158 +105%
SPIA
449
Steward Partners Investment Advisory
New York
$60.7K -$100K -476 -62%
RFS
450
Richardson Financial Services
Massachusetts
$59.6K -$629 -3 -1%