547 hedge funds and large institutions have $13.9B invested in Unity in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 159 increasing their positions, 148 reducing their positions, and 51 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: 159 | Existing positions reduced: 148

1.79% less ownership

Funds ownership: 83.84%82.05% (-1.8%)

Holders
547
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
CWM
476
Copia Wealth Management
Oregon
$4.4K
AP
477
Aspect Partners
Virginia
$4.28K
MA
478
Montag & Associates
Georgia
$4K
GK
479
Graney & King
New York
$4K
FLFS
480
Family Legacy Financial Solutions
North Carolina
$4K
WA
481
WPG Advisers
Maryland
$3.76K
PWA
482
Physician Wealth Advisors
Utah
$3.64K
BIA
483
Bell Investment Advisors
California
$3.4K
MCM
484
MV Capital Management
Maryland
$3.4K
JWM
485
JPL Wealth Management
Colorado
$3.32K
DWM
486
Dogwood Wealth Management
Kansas
$3.2K
NSIM
487
North Star Investment Management
Illinois
$2.8K
BWL
488
Bogart Wealth LLC
Virginia
$2.68K
FDW
489
Fourth Dimension Wealth
Ohio
$2.56K
RWS
490
Retirement Wealth Solutions
Wisconsin
$2.32K
NL
491
NVWM LLC
Pennsylvania
$2.32K
T
492
Tidemark
California
$2.12K
CFO
493
CVA Family Office
Colorado
$2.04K
PS
494
PayPay Securities
Japan
$2.03K
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$2K
GA
496
GoalVest Advisory
New York
$2K
FC
497
Fairscale Capital
New Hampshire
$2K
AIC
498
Archer Investment Corporation
Indiana
$1.96K
WANY
499
Wealthspire Advisors (New York)
New York
$1.92K
SWM
500
Spire Wealth Management
Virginia
$1.89K