540 hedge funds and large institutions have $13.9B invested in Unity in 2025 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 158 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

more funds holding

Funds holding:

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 147

1.8% less ownership

Funds ownership: 83.83%82.04% (-1.8%)

Holders
540
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.91B
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$406K
WPC
327
Wedmont Private Capital
Pennsylvania
$403K
WKWM
328
Walter & Keenan Wealth Management
Indiana
$400K
VFG
329
V2 Financial group
Illinois
$400K
AI
330
Atria Investments
North Carolina
$396K
I
331
InceptionR
California
$390K
EWM
332
Empirical Wealth Management
Washington
$384K
SAM
333
Stansberry Asset Management
Texas
$380K
AFG
334
Atomi Financial Group
New York
$377K
HP
335
Harbourvest Partners
Massachusetts
$370K
Lazard Asset Management
336
Lazard Asset Management
New York
$365K
PCM
337
Polymer Capital Management
New York
$349K
PWM
338
Prosperity Wealth Management
California
$348K
Polen Capital Management
339
Polen Capital Management
Florida
$346K
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
$339K
SFG
341
Synergy Financial Group
California
$336K
NG
342
Norden Group
Utah
$332K
SCA
343
Snowden Capital Advisors
New York
$329K
SC
344
Scotia Capital
Ontario, Canada
$328K
GC
345
Guggenheim Capital
Illinois
$325K
DWT
346
Dorsey & Whitney Trust
South Dakota
$321K
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$320K
PL
348
Plancorp LLC
Missouri
$315K
FFA
349
Farther Finance Advisors
California
$309K
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$304K