718 hedge funds and large institutions have $11.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+39
Holders Change %
+5.74%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
108
Increased
227
Reduced
271
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
476
HHM Wealth Advisors
Tennessee
$351K
BFG
477
Beacon Financial Group
Texas
$348K -$4.89K -60 -1%
BFM
478
Boothbay Fund Management
New York
$346K -$228K -2,795 -40%
WIA
479
Wetzel Investment Advisors
Indiana
$341K -$122K -1,500 -26%
SAM
480
Smartleaf Asset Management
Massachusetts
$340K +$137K +1,708 +67%
BWM
481
Baron Wealth Management
Michigan
$333K +$333K +4,092 New
SPA
482
Sherbrooke Park Advisers
New York
$333K +$333K +4,087 New
CGL
483
Clarius Group LLC
Washington
$329K -$302K -3,705 -48%
SC
484
Schulhoff & Co
Ohio
$326K
AL
485
Arnhold LLC
New York
$326K
MYAM
486
Meiji Yasuda Asset Management
Japan
$321K -$13.3K -163 -4%
PWM
487
Paulson Wealth Management
Illinois
$319K +$7.25K +89 +2%
AWM
488
Apollon Wealth Management
South Carolina
$318K +$4.48K +55 +1%
LI
489
LifeWealth Investments
Florida
$315K +$315K +3,861 New
UB
490
UMB Bank
Missouri
$313K -$19.2K -236 -6%
SWP
491
Stratos Wealth Partners
Ohio
$310K +$68.3K +838 +28%
EB
492
Eastern Bank
Massachusetts
$310K
GRQ
493
Gardner Russo & Quinn
Pennsylvania
$310K
MC
494
Moors & Cabot
Massachusetts
$309K
GWSG
495
GPS Wealth Strategies Group
Colorado
$304K -$170K -2,082 -36%
OIA
496
OneDigital Investment Advisors
Kansas
$298K +$298K +3,656 New
NW
497
NewEdge Wealth
Pennsylvania
$294K -$12.2K -150 -4%
WF
498
Welch & Forbes
Massachusetts
$292K
VFA
499
Valeo Financial Advisors
Indiana
$291K +$815 +10 +0.3%
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
$290K +$11.1K +136 +4%