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
AWM
426
Aries Wealth Management
Maine
$472K
GS
427
GWN Securities
Florida
$472K
IWM
428
IHT Wealth Management
Illinois
$471K
SCM
429
Shelton Capital Management
Colorado
$471K
AAM
430
Advisors Asset Management
Colorado
$469K
NWAG
431
Net Worth Advisory Group
Utah
$468K
Lido Advisors
432
Lido Advisors
California
$466K
LSA
433
Lion Street Advisors
Texas
$464K
MIC
434
Means Investment Company
Maine
$462K
FTWA
435
Fifth Third Wealth Advisors
Ohio
$462K
Jones Financial Companies
436
Jones Financial Companies
Missouri
$457K
TCM
437
TD Capital Management
Tennessee
$457K
GCM
438
Genus Capital Management
British Columbia, Canada
$452K
LIM
439
Longfellow Investment Management
Massachusetts
$450K
QC
440
Quent Capital
New York
$450K
FA
441
Fountainhead AM
New Jersey
$448K
William Blair & Company
442
William Blair & Company
Illinois
$447K
NA
443
NewEdge Advisors
Louisiana
$439K
TRCT
444
Tower Research Capital (TRC)
New York
$439K
BFM
445
Boothbay Fund Management
New York
$436K
CIM
446
Cambria Investment Management
California
$433K
PCA
447
Pallas Capital Advisors
Massachusetts
$421K
QC
448
Quantessence Capital
New York
$411K
CJ
449
Caitlin John
Michigan
$411K
FC
450
Farringdon Capital
United Kingdom
$397K