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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
451
Ballentine Partners
Massachusetts
$335K -$15.3K -200 -4%
NWAG
452
Net Worth Advisory Group
Utah
$330K -$4.67K -61 -1%
WIA
453
Wetzel Investment Advisors
Indiana
$325K
SI
454
Seeds Investor
New York
$315K +$17.7K +232 +6%
UB
455
UMB Bank
Missouri
$315K +$20.9K +273 +7%
MG
456
Mather Group
Illinois
$315K +$76 +1 +0%
SO
457
STRS Ohio
Ohio
$314K +$535 +7 +0.2%
AL
458
Arnhold LLC
New York
$310K
SC
459
Schulhoff & Co
Ohio
$310K
WorldQuant Millennium Advisors
460
WorldQuant Millennium Advisors
New York
$309K +$305K +3,991 New
PWM
461
Paulson Wealth Management
Illinois
$308K
FMI
462
F/M Investments
District of Columbia
$305K
DT
463
Diversified Trust
Tennessee
$302K -$1.38K -18 -0.5%
BAAM
464
Baker Avenue Asset Management
California
$300K +$296K +3,873 New
HIP
465
HUB Investment Partners
Texas
$296K +$292K +3,824 New
GRQ
466
Gardner Russo & Quinn
Pennsylvania
$295K
MC
467
Moors & Cabot
Massachusetts
$294K
EPW
468
Evolve Private Wealth
California
$292K +$288K +3,763 New
CWM
469
Centurion Wealth Management
Virginia
$291K
AWM
470
Apollon Wealth Management
South Carolina
$290K -$4.97K -65 -2%
CA
471
Clearstead Advisors
Ohio
$290K -$21.9K -287 -7%
VFA
472
Valeo Financial Advisors
Indiana
$288K +$12.9K +169 +5%
CCA
473
Childress Capital Advisors
Texas
$284K +$281K +3,668 New
CFM
474
Catalyst Funds Management
Australia
$279K -$604K -7,900 -69%
KF
475
Krilogy Financial
Missouri
$277K -$25.5K -334 -8%