We are live on ! Find out more

672 hedge funds and large institutions have $10.4B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 208 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $41.8M

8% less funds holding

Funds holding: 734672 (-62)

8.9% less ownership

Funds ownership: 87.12%78.22% (-8.9%)

16% less capital invested

Capital invested by funds: $12.3B → $10.4B (-$1.91B)

31% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
672
Holders Change
-62
Holders Change %
-8.45%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
55
Increased
208
Reduced
302
Closed
107
Calls
$60.8M
Puts
$41.8M
Net Calls
+$19M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$2.31M -$68K -908 -3%
Simplex Trading
227
Simplex Trading
Illinois
$2.28M +$1.94M +25,863 +747%
KPPF
228
Klein Pavlis & Peasley Financial
California
$2.27M +$189K +2,519 +9%
FM
229
Family Management
New York
$2.23M +$58.4K +779 +3%
GIM
230
Goelzer Investment Management
Indiana
$2.22M -$58.4K -779 -3%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$2.21M -$609K -8,121 -22%
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$2.18M
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$2.1M -$138K -1,848 -6%
CIA
234
Concurrent Investment Advisors
Florida
$1.99M -$437K -5,838 -19%
SFA
235
Sequoia Financial Advisors
Ohio
$1.98M +$1.68M +22,363 +732%
CAU
236
Caxton Associates (UK)
$1.95M +$1.87M +25,015 New
USCWA
237
U.S. Capital Wealth Advisors
Texas
$1.92M -$21.5K -287 -1%
IRC
238
Investors Research Corp
Georgia
$1.9M
STA
239
Summit Trail Advisors
New York
$1.89M +$601K +8,023 +49%
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$1.87M -$116K -1,547 -6%
EI
241
Ethic Inc
New York
$1.84M -$592K -7,905 -25%
SFS
242
Sowell Financial Services
Arkansas
$1.79M +$74K +987 +4%
VA
243
Vident Advisory
Georgia
$1.76M -$167K -2,228 -9%
QT
244
Quantbot Technologies
New York
$1.75M +$1.69M +22,553 New
Pictet Asset Management
245
Pictet Asset Management
Switzerland
$1.74M -$262K -3,495 -14%
FCBT
246
First Citizens Bank & Trust
North Carolina
$1.63M +$61.1K +815 +4%
CastleKeep Investment Advisors
247
CastleKeep Investment Advisors
Connecticut
$1.62M +$314K +4,195 +25%
AG
248
Ascent Group
Virginia
$1.61M -$15.7K -210 -1%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$1.6M +$240K +3,200 +18%
PFS
250
Prospera Financial Services
Texas
$1.6M +$119K +1,591 +8%