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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
I
301
InceptionR
California
$881K +$870K +11,371 New
BAM
302
BOS Asset Management
Illinois
$881K -$81.6K -1,067 -9%
DG
303
DMC Group
Alabama
$878K +$28.5K +373 +3%
HSBC Holdings
304
HSBC Holdings
United Kingdom
$873K -$2.53M -33,046 -75%
PAS
305
Park Avenue Securities
New York
$870K +$25.2K +330 +3%
CGH
306
Crossmark Global Holdings
Texas
$870K -$1.5M -19,551 -64%
SAM
307
Securian Asset Management
Minnesota
$869K -$39.4K -515 -4%
KP
308
Keel Point
Alabama
$864K -$7.65K -100 -0.9%
FWP
309
FAS Wealth Partners
Kansas
$859K +$5.05K +66 +0.6%
PP
310
Patten & Patten
Tennessee
$858K
CPIG
311
Chicago Partners Investment Group
Illinois
$841K +$77.9K +1,019 +10%
AWA
312
Aaron Wealth Advisors
Illinois
$833K +$141K +1,842 +21%
AWP
313
Abacus Wealth Partners
California
$832K +$821K +10,739 New
BV
314
Boxwood Ventures
Illinois
$807K
CG
315
Caprock Group
Idaho
$806K +$796K +10,403 New
ATPW
316
Ashton Thomas Private Wealth
Arizona
$803K +$89.9K +1,176 +13%
LAM
317
L2 Asset Management
Massachusetts
$802K +$12.7K +166 +2%
EWA
318
EP Wealth Advisors
California
$791K +$781K +10,212 New
AWM
319
AE Wealth Management
Kansas
$785K +$129K +1,693 +20%
EWM
320
Empirical Wealth Management
Washington
$782K +$402K +5,259 +109%
M&T Bank
321
M&T Bank
New York
$778K +$20.5K +268 +3%
SCM
322
Sterling Capital Management
North Carolina
$777K -$32.8K -429 -4%
JFG
323
Jefferies Financial Group
New York
$775K +$765K +10,000 New
GT
324
Greenleaf Trust
Michigan
$766K -$13.1K -171 -2%
TPA
325
Trivium Point Advisory
Connecticut
$760K -$61.1K -799 -8%