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Assurant

564 hedge funds and large institutions have $11.6B invested in Assurant in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $7.06M | Put options by funds: $3.11M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 51

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

14% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.38B)

4% more funds holding

Funds holding: 541564 (+23)

2.79% more ownership

Funds ownership: 93.04%95.84% (+2.8%)

Holders
564
Holders Change
+23
Holders Change %
+4.25%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
84
Increased
216
Reduced
182
Closed
51
Calls
$7.06M
Puts
$3.11M
Net Calls
+$3.95M
Net Calls Change
-$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
501
Keating Financial Advisory Services
Kansas
$7.23K +$6.7K +30 New
HFM
502
Harvest Fund Management
China
$7K
AA
503
Addison Advisors
Vermont
$6.74K +$1.56K +7 +33%
PWMG
504
Prestige Wealth Management Group
New Jersey
$6.5K
WIM
505
Westside Investment Management
California
$6.02K
VNA
506
Valley National Advisers
Pennsylvania
$6K +$223 +1 +4%
MCM
507
MV Capital Management
Maryland
$5.78K
BGAI
508
Bruce G. Allen Investments
Colorado
$5.78K
GWM
509
Geneos Wealth Management
Colorado
$5.3K +$4.91K +22 New
BIA
510
Bell Investment Advisors
California
$4.09K
AWA
511
Acumen Wealth Advisors
Tennessee
$4.09K +$3.8K +17 New
LFG
512
Larson Financial Group
Missouri
$3.97K +$447 +2 +14%
MPW
513
MASECO Private Wealth
$3.87K
CT
514
Colonial Trust
South Carolina
$3.61K
CT
515
Clearstead Trust
Maine
$3.37K +$2.46K +11 +367%
CIA
516
Cape Investment Advisory
Georgia
$3.37K +$3.13K +14 New
TWD
517
True Wealth Design
Ohio
$3.2K -$223 -1 -7%
CTC
518
Central Trust Company
Missouri
$3.13K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$3.13K
SC
520
SouthState Corp
Florida
$3.13K +$1.79K +8 +160%
MAM
521
Marquette Asset Management
Minnesota
$2.89K +$2.68K +12 New
SWM
522
Spire Wealth Management
Virginia
$2.89K
HHCP
523
Hilton Head Capital Partners
South Carolina
$2.89K +$2.68K +12 New
IAS
524
IMA Advisory Services
Colorado
$2.89K +$2.68K +12 New
HHMI
525
Howard Hughes Medical Institute
Maryland
$2.65K