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
JWCA
401
J.W. Cole Advisors
Florida
$517K
FFM
402
Forum Financial Management
Illinois
$516K
AFG
403
Atomi Financial Group
New York
$512K
RFC
404
Regions Financial Corp
Alabama
$511K
REMPR
405
Roof Eidam Maycock Peralta (REMP)
California
$511K
CAG
406
Csenge Advisory Group
Florida
$511K
TC
407
TownSquare Capital
Utah
$509K
Aviva
408
Aviva
United Kingdom
$507K
DWT
409
Dorsey & Whitney Trust
South Dakota
$503K
QCG
410
Quadrant Capital Group
Ohio
$501K
PA
411
Prossimo Advisors
California
$501K
WS
412
Wedbush Securities
California
$501K
1C
413
111 Capital
France
$497K
JWCA
414
J.W. Coons Advisors
Ohio
$495K
MWC
415
MBM Wealth Consultants
Missouri
$493K
CPIG
416
Chicago Partners Investment Group
Illinois
$493K
SC
417
SummitTX Capital
Texas
$486K
Capstone Investment Advisors
418
Capstone Investment Advisors
New York
$485K
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$484K
PL
420
Plancorp LLC
Missouri
$483K
GLA
421
Great Lakes Advisors
Illinois
$479K
IAMOG
422
Investors Asset Management of Georgia
Georgia
$479K
GT
423
Glenview Trust
Kentucky
$473K
BMCM
424
Burns Matteson Capital Management
New York
$473K
AWM
425
Aries Wealth Management
Maine
$472K