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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
TPCW
551
TD Private Client Wealth
New York
$2.08K +$122 +3 +7%
SIS
552
Sound Income Strategies
Florida
$2.05K +$2.04K +50 New
FPF
553
First Pacific Financial
Washington
$2.03K – – –
CH
554
Cromwell Holdings
Wyoming
$1.9K – – –
SIC
555
SJS Investment Consulting
Ohio
$1.81K +$815 +20 +95%
BFS
556
Bare Financial Services
Pennsylvania
$1.77K +$1.63K +40 New
AWM
557
Activest Wealth Management
Florida
$1.72K -$3.1K -76 -66%
SC
558
SouthState Corp
Florida
$1.33K – – –
CA
559
Clearstead Advisors
Ohio
$1.33K +$978 +24 +400%
B
560
Bayban
Minnesota
$1.32K +$1.22K +30 New
HCM
561
Horrell Capital Management
Arkansas
$1.32K +$1.22K +30 New
TFM
562
TFC Financial Management
Massachusetts
$1.24K – – –
BHWM
563
Bay Harbor Wealth Management
Maryland
$1.24K +$367 +9 +47%
PS
564
PayPay Securities
Japan
$1.15K -$1.02K -25 -49%
HFS
565
Hughes Financial Services
Virginia
$1.15K – – –
OC
566
Optima Capital
Oregon
$1.15K +$1.06K +26 New
GSWM
567
Golden State Wealth Management
California
$1.1K -$3.99K -98 -80%
CIA
568
Cape Investment Advisory
Georgia
$1.1K +$1.02K +25 New
Bessemer Group
569
Bessemer Group
New Jersey
$1K – – –
CAL
570
Capital Advisors Ltd
Ohio
$1K – – –
VNA
571
Valley National Advisers
Pennsylvania
$1K – – –
OCM
572
Osbon Capital Management
Massachusetts
$972 +$897 +22 New
RWM
573
Rialto Wealth Management
New York
$796 – – –
BGAI
574
Bruce G. Allen Investments
Colorado
$795 – – –
RCM
575
Richardson Capital Management
Wisconsin
$707 – – –
21 22
23
24 25

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.