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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
HHMI
501
Howard Hughes Medical Institute
Maryland
$2.38K
MSWM
502
Mowery & Schoenfeld Wealth Management
Illinois
$2.17K
S
503
Sachetta
Massachusetts
$2.17K +$2.03K +10 New
CCM
504
Cloud Capital Management
Washington
$2K +$2.64K +13 New
RIL
505
Rothschild Investment LLC
Illinois
$1.73K -$2.44K -12 -60%
SIC
506
SJS Investment Consulting
Ohio
$1.73K
GEA
507
Glen Eagle Advisors
New Jersey
$1.73K +$1.62K +8 New
UCB
508
United Community Bank
South Carolina
$1.73K +$1.62K +8 New
SWA
509
SOA Wealth Advisors
New York
$1.64K
RF
510
Rossby Financial
Florida
$1.52K
RWS
511
Retirement Wealth Solutions
Wisconsin
$1.52K +$1.42K +7 New
SS
512
SBI Securities
Japan
$1.52K +$1.42K +7 New
PWMG
513
Private Wealth Management Group
New Jersey
$1.3K -$1.83K -9 -60%
TCA
514
Trifecta Capital Advisors
Illinois
$1.3K
RA
515
Rise Advisors
New York
$1.3K +$609 +3 +100%
RWM
516
Rialto Wealth Management
New York
$1.08K -$406 -2 -29%
HIA
517
HFM Investment Advisors
New Jersey
$1.08K
BHWM
518
Bay Harbor Wealth Management
Maryland
$1.08K +$406 +2 +67%
SC
519
SouthState Corp
Florida
$1.08K +$1.01K +5 New
HBW
520
Hazlett, Burt & Watson
West Virginia
$1K
PWA
521
Physician Wealth Advisors
Utah
$867 +$203 +1 +33%
TIM
522
Tortoise Investment Management
New York
$866 +$406 +2 +100%
OP
523
ORG Partners
Indiana
$866 +$812 +4 New
DF
524
Dunhill Financial
United Kingdom
$865
TPBG
525
Turning Point Benefit Group
Maryland
$652 +$609 +3 New

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.