727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
526
Baron Wealth Management
Michigan
$264K -$66.5K -823 -20%
JCM
527
Jacobi Capital Management
Pennsylvania
$263K
BTI
528
Blue Trust Inc
Georgia
$263K -$10.3K -127 -4%
PA
529
Profund Advisors
Maryland
$261K -$26.4K -327 -9%
FHA
530
Flagship Harbor Advisors
Massachusetts
$259K -$162 -2 -0.1%
BTC
531
Bank & Trust Company
Illinois
$259K +$17.2K +213 +7%
SAM
532
Strategy Asset Managers
California
$258K +$258K +3,191 New
VC
533
Vicus Capital
Pennsylvania
$253K +$253K +3,130 New
FFA
534
Farther Finance Advisors
California
$251K -$28.3K -350 -10%
SFA
535
Sequoia Financial Advisors
Ohio
$247K +$32.4K +401 +15%
KWM
536
Kingsman Wealth Management
Florida
$244K -$334K -4,134 -58%
NW
537
NewEdge Wealth
Pennsylvania
$243K -$4.25K -62 -2%
PA
538
Parallel Advisors
California
$243K -$3.72K -46 -2%
KF
539
KKM Financial
Illinois
$242K
PWM
540
Perigon Wealth Management
California
$241K +$16K +198 +7%
AA
541
Armis Advisers
Georgia
$240K +$240K +3,000 New
RSWM
542
Robertson Stephens Wealth Management
California
$239K -$16.3K -202 -6%
SCM
543
Sage Capital Management
New Jersey
$238K +$1.29K +16 +0.5%
FFA
544
Fragasso Financial Advisors
Pennsylvania
$238K +$1.21K +15 +0.5%
MT
545
Midwest Trust
Kansas
$237K +$237K +2,935 New
AWA
546
Aaron Wealth Advisors
Illinois
$234K -$9.29K -115 -4%
IC
547
Inscription Capital
Texas
$231K +$231K +2,857 New
TFA
548
Toth Financial Advisory
Virginia
$229K -$6.46K -80 -3%
MA
549
MJP Associates
Connecticut
$228K +$2.1K +26 +0.9%
AO
550
Advisor OS
Illinois
$228K +$2.1K +26 +0.9%