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Assurant

543 hedge funds and large institutions have $9.48B invested in Assurant in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 220 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 558543 (-15)

8% less capital invested

Capital invested by funds: $10.3B → $9.48B (-$856M)

17% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 220

Holders
543
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.7M
Puts
$935K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
501
Sierra Ocean
California
$3.37K
BIA
502
Bell Investment Advisors
California
$3.36K
MPW
503
MASECO Private Wealth
$3.17K
HFS
504
Hantz Financial Services
Michigan
$3K
HPC
505
HM Payson & Co
Maine
$2.96K
PWMG
506
Private Wealth Management Group
New Jersey
$2.96K
CT
507
Colonial Trust
South Carolina
$2.96K
MSFP
508
Mark Sheptoff Financial Planning
Connecticut
$2.96K
DPW
509
DiNuzzo Private Wealth
Pennsylvania
$2.57K
CTC
510
Central Trust Company
Missouri
$2.57K
CPG
511
Cornerstone Planning Group
New Jersey
$2.46K
AA
512
Addison Advisors
Vermont
$2.37K
KWM
513
Kiker Wealth Management
Georgia
$2.37K
SWM
514
Spire Wealth Management
Virginia
$2.18K
HHMI
515
Howard Hughes Medical Institute
Maryland
$2.17K
MSWM
516
Mowery & Schoenfeld Wealth Management
Illinois
$1.98K
AAS
517
Ameritas Advisory Services
Nebraska
$1.58K
SIC
518
SJS Investment Consulting
Ohio
$1.58K
SWA
519
SOA Wealth Advisors
New York
$1.49K
RWM
520
Rialto Wealth Management
New York
$1.38K
RF
521
Rossby Financial
Florida
$1.38K
TCA
522
Trifecta Capital Advisors
Illinois
$1.19K
NC
523
NewSquare Capital
Pennsylvania
$1.19K
SC
524
Stephens Consulting
Michigan
$1.19K
HBW
525
Hazlett, Burt & Watson
West Virginia
$1K