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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
RCM
451
Raleigh Capital Management
North Carolina
$24.4K -$609 -3 -3%
QL
452
Quarry LP
New York
$24.3K +$22.7K +112 New
JWM
453
JPL Wealth Management
Colorado
$23.2K +$21.7K +107 New
PA
454
Parallel Advisors
California
$23.2K -$2.23K -11 -9%
SOW
455
State of Wyoming
Wyoming
$22.7K -$126K -621 -86%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$4.26K +21 +27%
GA
457
Guerra Advisors
Florida
$21K +$19.7K +97 New
ST
458
Smithfield Trust
Pennsylvania
$21K
SSG
459
Summit Securities Group
New York
$18.6K +$10.6K +52 +153%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$18.2K
PTC
461
Private Trust Company
Ohio
$17.8K -$3.04K -15 -15%
CFFP
462
Center for Financial Planning
Michigan
$16.2K
SFCL
463
Strengthening Families & Communities LLC
Massachusetts
$14.9K
CWM
464
Copia Wealth Management
Oregon
$13.4K
CTC
465
Cetera Trust Company
Minnesota
$13K
RFS
466
Richardson Financial Services
Massachusetts
$12.3K +$2.03K +10 +21%
HI
467
Harbour Investments
Wisconsin
$12.1K
PSFG
468
Park Square Financial Group
Georgia
$11.9K -$7.91K -39 -41%
JWA
469
JFS Wealth Advisors
Pennsylvania
$11.9K
CA
470
CoreCap Advisors
Michigan
$11.9K +$203 +1 +2%
CIAM
471
Caitong International Asset Management
Hong Kong
$11.7K +$11K +54 New
FFO
472
Fortitude Family Office
Arizona
$10.6K -$812 -4 -8%
CAL
473
Capital Advisors Ltd
Ohio
$10K
HNB
474
Huntington National Bank
Ohio
$9.96K -$29K -143 -76%
NC
475
North Capital
Utah
$9.96K +$203 +1 +2%

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.