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Unity
U

602 hedge funds and large institutions have $15.3B invested in Unity in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 204 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 70

57% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.14B

24% more funds holding in top 10

Funds holding in top 10: 17 → 21 (+4)

13% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 180

10% more capital invested

Capital invested by funds: $13.9B → $15.3B (+$1.4B)

10% more funds holding

Funds holding: 548 → 602 (+54)

1.2% less ownership

Funds ownership: 82.07% → 80.87% (-1.2%)

Holders
602
Holders Change
+54
Holders Change %
+9.85%
% of All Funds
7.32%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
131
Increased
204
Reduced
180
Closed
70
Calls
$1.79B
Puts
$1.14B
Net Calls
+$645M
Net Calls Change
-$92.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$115M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$88.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$79.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$59M

Top Sellers

1
BlackRock
BlackRock
New York
-$204M
2
Macquarie Group
Macquarie Group
Australia
-$158M
3
TI
Tidal Investments
Wisconsin
-$139M
4
UBS Group
UBS Group
Switzerland
-$116M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
526
Dogwood Wealth Management
Kansas
$3.53K – – –
NWM
527
Nova Wealth Management
Florida
$3.53K +$3.26K +80 New
YP
528
YANKCOM Partnership
South Dakota
$3.53K +$3.26K +80 New
OP
529
ORG Partners
Indiana
$3.53K -$1.43K -35 -30%
AIS
530
Advocate Investing Services
Maryland
$3.31K +$3.06K +75 New
BWL
531
Bogart Wealth LLC
Virginia
$2.96K – – –
IAS
532
IMA Advisory Services
Colorado
$2.92K +$2.32K +57 +633%
FDW
533
Fourth Dimension Wealth
Ohio
$2.83K – – –
RWS
534
Retirement Wealth Solutions
Wisconsin
$2.83K +$245 +6 +10%
SWP
535
Strategic Wealth Partners
Ohio
$2.65K +$2.44K +60 New
UB
536
UMB Bank
Missouri
$2.61K +$489 +12 +26%
NL
537
NVWM LLC
Pennsylvania
$2.56K – – –
TWD
538
True Wealth Design
Ohio
$2.56K +$1.51K +37 +176%
MCM
539
Manchester Capital Management
Vermont
$2.43K +$2.04K +50 +1,000%
T
540
Tidemark
California
$2.34K – – –
CFO
541
CVA Family Office
Colorado
$2.25K – – –
AP
542
Aspect Partners
Virginia
$2.21K -$2.32K -57 -53%
FC
543
Fairscale Capital
New Hampshire
$2.21K – – –
GA
544
GoalVest Advisory
New York
$2.21K – – –
MAM
545
Marquette Asset Management
Minnesota
$2.21K +$367 +9 +22%
RG
546
RHL Group
Michigan
$2.21K +$2.04K +50 New
CLOS
547
Compagnie Lombard Odier SCmA
Switzerland
$2.21K – – –
AIC
548
Archer Investment Corporation
Indiana
$2.16K – – –
WIM
549
Westside Investment Management
California
$2.12K +$1.96K +48 New
SWM
550
Spire Wealth Management
Virginia
$2.08K – – –
20 21
22
23 24

U Hedge Fund Activity: Q4 2025 in Review

602 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2025, worth a combined $15.3B — up 10% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new U positions and 70 closed out — a net gain of 61 holders — while 204 added to existing stakes and 180 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $115M. The largest seller was BlackRock, cutting an estimated $204M.

  • 602 institutional investors held Unity (U) as of Q4 2025, up from 548 in Q3 2025.
  • Funds reported $15.3B of Unity stock for Q4 2025, up 10% quarter-over-quarter.
  • 131 funds opened new Unity positions in Q4 2025 and 70 closed out, a net change of +61 holders.
  • The largest Unity buyer in Q4 2025 was Fidelity Investments, an estimated $115M added.
  • The largest Unity seller in Q4 2025 was BlackRock, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2025.