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
WF
501
Welch & Forbes
Massachusetts
$288K
VFA
502
Valeo Financial Advisors
Indiana
$288K
ST
503
Spinnaker Trust
Maine
$284K
MCM
504
Manchester Capital Management
Vermont
$283K
CA
505
Clearstead Advisors
Ohio
$282K
HDIM
506
Hanson & Doremus Investment Management
Vermont
$281K
CWM
507
Challenger Wealth Management
California
$281K
Simplex Trading
508
Simplex Trading
Illinois
$279K
SRC
509
Sage Rhino Capital
California
$277K
AWM
510
Axxcess Wealth Management
California
$274K
BMWM
511
Brown Miller Wealth Management
Virginia
$274K
SC
512
Syon Capital
California
$274K
BJL
513
Brighton Jones LLC
Washington
$272K
DT
514
Diversified Trust
Tennessee
$272K
GWMR
515
GC Wealth Management RIA
Massachusetts
$271K
LSIA
516
LaSalle St. Investment Advisors
Illinois
$271K
GWM
517
Geneos Wealth Management
Colorado
$271K
EW
518
Elyxium Wealth
California
$270K
OIA
519
OneDigital Investment Advisors
Kansas
$270K
TSS
520
Two Sigma Securities
New York
$269K
KAS
521
KPP Advisory Services
Kentucky
$268K
SG
522
StoneX Group
New York
$267K
GWSG
523
GPS Wealth Strategies Group
Colorado
$267K
CS
524
Capital Square
Tennessee
$266K
EB
525
Eastern Bank
Massachusetts
$266K