We are live on ! Find out more
AIZ icon

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
CPG
476
Cornerstone Planning Group
New Jersey
$8.71K +$5.68K +28 +215%
TFA
477
Transamerica Financial Advisors
Florida
$8.7K +$8.32K +41 New
HFS
478
Hantz Financial Services
Michigan
$8K +$4.26K +21 +124%
SWP
479
Strategic Wealth Partners
Ohio
$7.8K +$7.3K +36 New
AF
480
Alerus Financial
North Dakota
$7.58K -$8.52K -42 -55%
GBT
481
Grove Bank & Trust
Florida
$7.15K
HFM
482
Harvest Fund Management
China
$7K +$6.29K +31 New
PWMG
483
Prestige Wealth Management Group
New Jersey
$5.85K
NAAA
484
New Age Alpha Advisors
New York
$5.85K
WIM
485
Westside Investment Management
California
$5.42K
MCM
486
Manchester Capital Management
Vermont
$5.2K
MCM
487
MV Capital Management
Maryland
$5.2K
BGAI
488
Bruce G. Allen Investments
Colorado
$5.2K
VNA
489
Valley National Advisers
Pennsylvania
$5K -$609 -3 -10%
AA
490
Addison Advisors
Vermont
$4.55K +$1.83K +9 +75%
WANY
491
Wealthspire Advisors (New York)
New York
$4.55K +$4.26K +21 New
BIA
492
Bell Investment Advisors
California
$3.68K
JSAM
493
J. Safra Asset Management
New York
$3.68K -$16.2K -80 -82%
MPW
494
MASECO Private Wealth
$3.48K
CT
495
Colonial Trust
South Carolina
$3.25K
LFG
496
Larson Financial Group
Missouri
$3.14K -$7.3K -36 -72%
TWD
497
True Wealth Design
Ohio
$3.1K +$2.64K +13 +1,300%
CTC
498
Central Trust Company
Missouri
$2.82K
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$2.8K
SWM
500
Spire Wealth Management
Virginia
$2.6K +$203 +1 +9%

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.