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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B -$27.9M -137,729 -2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.09B +$195M +959,259 +24%
BlackRock
3
BlackRock
New York
$859M -$3.67M -18,066 -0.5%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$836M -$28M -137,974 -3%
State Street
5
State Street
Massachusetts
$581M -$21.9M -108,041 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$296M -$5.14M -25,324 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$251M -$18.4M -90,562 -7%
Invesco
8
Invesco
Georgia
$242M -$11.5M -56,465 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$218M -$48.6M -239,513 -19%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$217M -$16.3M -80,165 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$187M +$23M +113,235 +15%
LAM
12
Lyrical Asset Management
New York
$151M +$12.3M +60,430 +9%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$144M +$30.6M +150,907 +29%
Northern Trust
14
Northern Trust
Illinois
$143M -$4.64M -22,883 -3%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$140M +$69.1M +340,754 +111%
First Trust Advisors
16
First Trust Advisors
Illinois
$133M +$11.5M +56,470 +10%
Morgan Stanley
17
Morgan Stanley
New York
$132M +$13.1M +64,716 +12%
Fidelity International
18
Fidelity International
Bermuda
$108M +$13.4M +66,008 +15%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$98.5M -$33.9M -166,847 -27%
Charles Schwab
20
Charles Schwab
California
$98.4M -$112K -553 -0.1%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$97.9M +$80.1M +394,694 +685%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$92.9M -$18M -88,713 -17%
First Manhattan
23
First Manhattan
New York
$86.7M +$3.02M +14,869 +4%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$85.8M +$63.5K +313 +0.1%
Macquarie Group
25
Macquarie Group
Australia
$79M -$6M -29,552 -7%

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.