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
VFA
501
Valeo Financial Advisors
Indiana
$288K
ST
502
Spinnaker Trust
Maine
$284K
MCM
503
Manchester Capital Management
Vermont
$283K
CA
504
Clearstead Advisors
Ohio
$282K
HDIM
505
Hanson & Doremus Investment Management
Vermont
$281K
CWM
506
Challenger Wealth Management
California
$281K
Simplex Trading
507
Simplex Trading
Illinois
$279K
SRC
508
Sage Rhino Capital
California
$277K
BMWM
509
Brown Miller Wealth Management
Virginia
$274K
AWM
510
Axxcess Wealth Management
California
$274K
SC
511
Syon Capital
California
$274K
BJL
512
Brighton Jones LLC
Washington
$272K
DT
513
Diversified Trust
Tennessee
$272K
GWMR
514
GC Wealth Management RIA
Massachusetts
$271K
LSIA
515
LaSalle St. Investment Advisors
Illinois
$271K
GWM
516
Geneos Wealth Management
Colorado
$271K
EW
517
Elyxium Wealth
California
$270K
OIA
518
OneDigital Investment Advisors
Kansas
$270K
TSS
519
Two Sigma Securities
New York
$269K
KAS
520
KPP Advisory Services
Kentucky
$268K
SG
521
StoneX Group
New York
$267K
GWSG
522
GPS Wealth Strategies Group
Colorado
$267K
CS
523
Capital Square
Tennessee
$266K
EB
524
Eastern Bank
Massachusetts
$266K
Wellington Management Group
525
Wellington Management Group
Massachusetts
$265K