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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
IA
426
IFP Advisors
Florida
$69.3K -$42.6K -210 -40%
AssetMark Inc
427
AssetMark Inc
California
$57K +$33.5K +165 +168%
MCM
428
MAI Capital Management
Ohio
$55.2K -$3.25K -16 -6%
ZBNA
429
Zions Bancorporation, National Association
Utah
$50.3K
Jones Financial Companies
430
Jones Financial Companies
Missouri
$48K +$6.29K +31 +16%
WSFS
431
Wilmington Savings Fund Society
Delaware
$47.9K +$406 +2 +0.9%
Rockefeller Capital Management
432
Rockefeller Capital Management
New York
$45.7K +$42.8K +211 New
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$45.1K
CH
434
Cromwell Holdings
Wyoming
$36K
ACM
435
Aster Capital Management
United Arab Emirates
$35.7K +$4.67K +23 +16%
UB
436
UMB Bank
Missouri
$34.9K +$25.6K +126 +360%
RFG
437
REAP Financial Group
Texas
$34.8K +$3.45K +17 +12%
CFB
438
Cullen/Frost Bankers
Texas
$33.6K +$1.42K +7 +5%
RFP
439
Root Financial Partners
California
$33.6K +$31.5K +155 New
BF
440
BOK Financial
Oklahoma
$32.5K +$30.4K +150 New
SAM
441
Smartleaf Asset Management
Massachusetts
$32K +$12K +59 +66%
OL
442
OneFund LLC
Florida
$31.6K +$1.62K +8 +6%
SIM
443
Sentry Investment Management
Wisconsin
$31K -$1.01K -5 -3%
HWM
444
Hemington Wealth Management
Virginia
$30K
ABWM
445
Alpine Bank Wealth Management
Colorado
$29.2K +$203 +1 +0.7%
VCM
446
Versant Capital Management
Arizona
$27.3K +$10.8K +53 +73%
PIM
447
Plato Investment Management
Australia
$27.1K -$172K -850 -87%
CWP
448
Concord Wealth Partners
Virginia
$27.1K
BBHC
449
Brown Brothers Harriman & Co
New York
$26.9K +$7.51K +37 +43%
AF
450
Allworth Financial
California
$25.4K -$21.7K -107 -48%

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.