732 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 65 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 call options, than puts

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

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 274

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
732
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
SA
377
Sanctuary Advisors
Indiana
$651K
P
378
Pitcairn
Pennsylvania
$648K
JFG
379
Jefferies Financial Group
New York
$646K
Baird Financial Group
380
Baird Financial Group
Wisconsin
$641K
PCG
381
Prosperity Consulting Group
Maryland
$639K
CB
382
Cadence Bank
Mississippi
$635K
ATPW
383
Ashton Thomas Private Wealth
Arizona
$634K
CAM
384
Campion Asset Management
Virginia
$630K
NP
385
NorthRock Partners
Minnesota
$628K
CL
386
Choreo LLC
Illinois
$627K
MLA
387
My Legacy Advisors
Oregon
$612K
MAS
388
Meeder Advisory Services
Ohio
$610K
HWAM
389
Hennion & Walsh Asset Management
New Jersey
$603K
SG Americas Securities
390
SG Americas Securities
New York
$583K
WA
391
Wealthstar Advisors
Texas
$569K
LAM
392
Lingohr Asset Management
Germany
$549K
CFO
393
Callan Family Office
Pennsylvania
$545K
ACM
394
Advisors Capital Management
New Jersey
$544K
CAM
395
Cresset Asset Management
Illinois
$542K
RAM
396
Readystate Asset Management
Illinois
$539K
FHA
397
First Horizon Advisors
Tennessee
$532K
BCA
398
Bay Colony Advisors
Massachusetts
$528K
PG
399
Patten Group
Tennessee
$523K
BIG
400
Brooklyn Investment Group
New York
$523K