729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$653K
P
377
Pitcairn
Pennsylvania
$648K
JFG
378
Jefferies Financial Group
New York
$646K
Baird Financial Group
379
Baird Financial Group
Wisconsin
$641K
PCG
380
Prosperity Consulting Group
Maryland
$639K
CB
381
Cadence Bank
Mississippi
$635K
ATPW
382
Ashton Thomas Private Wealth
Arizona
$634K
CAM
383
Campion Asset Management
Virginia
$630K
NP
384
NorthRock Partners
Minnesota
$628K
CL
385
Choreo LLC
Illinois
$627K
MLA
386
My Legacy Advisors
Oregon
$612K
MAS
387
Meeder Advisory Services
Ohio
$610K
HWAM
388
Hennion & Walsh Asset Management
New Jersey
$603K
SG Americas Securities
389
SG Americas Securities
New York
$583K
WA
390
Wealthstar Advisors
Texas
$569K
LAM
391
Lingohr Asset Management
Germany
$549K
CFO
392
Callan Family Office
Pennsylvania
$545K
ACM
393
Advisors Capital Management
New Jersey
$544K
CAM
394
Cresset Asset Management
Illinois
$542K
RAM
395
Readystate Asset Management
Illinois
$539K
FHA
396
First Horizon Advisors
Tennessee
$532K
BCA
397
Bay Colony Advisors
Massachusetts
$528K
PG
398
Patten Group
Tennessee
$523K
BIG
399
Brooklyn Investment Group
New York
$523K
Brown Advisory
400
Brown Advisory
Maryland
$520K