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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
BAM
326
Belpointe Asset Management
Nevada
$746K +$17.4K +227 +2%
VVP
327
Venture Visionary Partners
Ohio
$744K +$4.36K +57 +0.6%
CAM
328
Carret Asset Management
New York
$735K -$19.1K -250 -3%
BIG
329
Brooklyn Investment Group
New York
$731K +$220K +2,876 +45%
ONB
330
Old National Bancorp
Indiana
$729K -$2.45K -32 -0.3%
KAS
331
Kestra Advisory Services
Texas
$729K +$28K +366 +4%
UCFA
332
United Capital Financial Advisors
Texas
$728K -$12K -157 -2%
GI
333
GAMMA Investing
California
$710K +$71.4K +934 +11%
OC
334
Oppenheimer & Co
New York
$707K -$40.8K -534 -6%
PMAM
335
Picton Mahoney Asset Management
Ontario, Canada
$701K +$692K +9,050 New
URS
336
Utah Retirement Systems
Utah
$693K
PAG
337
Private Advisor Group
New Jersey
$687K -$79.2K -1,036 -10%
BCI
338
Brinker Capital Investments
Pennsylvania
$677K +$7.8K +102 +1%
OPA
339
Old Port Advisors
Maine
$676K -$18.5K -242 -3%
MA
340
Mutual Advisors
Nebraska
$663K +$7.34K +96 +1%
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$658K
TRCT
342
Tower Research Capital (TRC)
New York
$650K +$43K +562 +7%
Jones Financial Companies
343
Jones Financial Companies
Missouri
$649K -$2.6K -34 -0.4%
IC
344
IEQ Capital
California
$648K -$2.77M -36,183 -81%
AIM
345
Aspen Investment Management
Michigan
$646K +$637K +8,330 New
AAP
346
Arax Advisory Partners
Colorado
$642K -$240K -3,135 -27%
AAS
347
Ameritas Advisory Services
Nebraska
$638K +$629K +8,231 New
TI
348
Tidal Investments
Wisconsin
$630K -$211K -2,756 -25%
PWM
349
Pursuit Wealth Management
Florida
$630K +$622K +8,131 New
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$630K +$163K +2,137 +36%