537 hedge funds and large institutions have $13.9B invested in Unity in 2025 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 157 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: 157 | Existing positions reduced: 147

1.8% less ownership

Funds ownership: 83.83%82.03% (-1.8%)

Holders
537
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
IWM
501
IMG Wealth Management
Florida
$1.2K
CPG
502
Cornerstone Planning Group
New Jersey
$1.13K
TFM
503
TFC Financial Management
Massachusetts
$1.12K
HFS
504
Hughes Financial Services
Virginia
$1.12K
CAL
505
Capital Advisors Ltd
Ohio
$1K
Bessemer Group
506
Bessemer Group
New Jersey
$1K
VNA
507
Valley National Advisers
Pennsylvania
$1K
CCM
508
Cloud Capital Management
Washington
$1K
TWD
509
True Wealth Design
Ohio
$841
SIC
510
SJS Investment Consulting
Ohio
$841
BHWM
511
Bay Harbor Wealth Management
Maryland
$760
BGAI
512
Bruce G. Allen Investments
Colorado
$721
RWM
513
Rialto Wealth Management
New York
$721
RCM
514
Richardson Capital Management
Wisconsin
$641
W
515
WealthCollab
Washington
$641
HIA
516
HFM Investment Advisors
New Jersey
$601
WW
517
Winnow Wealth
Texas
$533
TIM
518
Tortoise Investment Management
New York
$440
GIA
519
GHP Investment Advisors
Colorado
$401
OIA
520
Optimum Investment Advisors
Illinois
$400
CMBA
521
C.M. Bidwell & Associates
Hawaii
$400
AF
522
Advisornet Financial
Minnesota
$400
IAS
523
IMA Advisory Services
Colorado
$360
ADL
524
Asset Dedication LLC
California
$321
PWAM
525
Private Wealth Asset Management
Iowa
$320