AIZ icon

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
HIA
526
HFM Investment Advisors
New Jersey
$987
DF
527
Dunhill Financial
United Kingdom
$791
AF
528
Advisornet Financial
Minnesota
$790
PWA
529
Physician Wealth Advisors
Utah
$593
RA
530
Rise Advisors
New York
$592
BHWM
531
Bay Harbor Wealth Management
Maryland
$592
M
532
MOTCO
Texas
$562
T
533
Transce3nd
Texas
$395
PWM
534
Parkworth Wealth Management
California
$395
WCM
535
WealthTrak Capital Management
Virginia
$395
TIM
536
Tortoise Investment Management
New York
$395
TWD
537
True Wealth Design
Ohio
$198
KG
538
Kilter Group
New York
$198
WA
539
WestEnd Advisors
North Carolina
$197
BCWM
540
Bartlett & Co Wealth Management
Ohio
$197
YDMI
541
Y.D. More Investments
Israel
$27
Marshall Wace
542
Marshall Wace
United Kingdom
LIP
543
Lighthouse Investment Partners
Florida
HAI
544
Hennessy Advisors Inc
California
CM
545
Churchill Management
California
DILIC
546
Dai-ichi Life Insurance Company
Japan
BA
547
Bridgewater Associates
Connecticut
MF
548
Magnetar Financial
Illinois
APF
549
Alaska Permanent Fund
Alaska
MSV
550
MN Services Vermogensbeheer
Netherlands