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
AG
451
AlTi Global
New York
$397K
SAG
452
SageView Advisory Group
California
$396K
FCM
453
FJ Capital Management
Virginia
$388K
PGA
454
Portland Global Advisors
Maine
$387K
AWA
455
Arkadios Wealth Advisors
Georgia
$383K
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$381K
SI
457
Seeds Investor
New York
$381K
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$380K
BBHC
459
Brown Brothers Harriman & Co
New York
$377K
ECM
460
Everence Capital Management
Indiana
$377K
FIM
461
Freedom Investment Management
Connecticut
$371K
TWM
462
Tripletail Wealth Management
Florida
$368K
BP
463
Ballentine Partners
Massachusetts
$368K
AF
464
Allworth Financial
California
$367K
BMA
465
Brooks Moore & Associates
Tennessee
$366K
NI
466
NDVR Inc
Massachusetts
$366K
CT
467
Coastline Trust
Rhode Island
$361K
AA
468
ALPS Advisors
Colorado
$360K
NCG
469
Newport Capital Group
New Jersey
$359K
NRD
470
Nebula Research & Development
New York
$358K
CCA
471
Cobblestone Capital Advisors
New York
$358K
AFCM
472
Applied Finance Capital Management
Puerto Rico
$358K
KPWS
473
Kestra Private Wealth Services
Texas
$357K
SLAM
474
Swiss Life Asset Management
$350K
DAM
475
Delta Asset Management
Tennessee
$349K