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