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 %
RSWM
526
Robertson Stephens Wealth Management
California
$257K -$2.61K -32 -1%
Jones Financial Companies
527
Jones Financial Companies
Missouri
$254K +$73.8K +922 +41%
IPWA
528
International Private Wealth Advisors
California
$252K +$252K +3,099 New
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$252K +$6.27K +89 +3%
AWM
530
Ariadne Wealth Management
California
$251K -$12.9K -160 -5%
FCI
531
Financial Counselors Inc
Kansas
$249K -$18.8K -231 -7%
PA
532
Parallel Advisors
California
$249K -$5.53K -68 -2%
AWA
533
Aaron Wealth Advisors
Illinois
$245K +$245K +3,012 New
BPA
534
Beacon Pointe Advisors
California
$245K -$11.7K -144 -5%
KF
535
KKM Financial
Illinois
$244K
BTC
536
Bank & Trust Company
Illinois
$243K
PI
537
PFG Investments
New York
$241K
GS
538
GWN Securities
Florida
$241K +$241K +2,960 New
FCP
539
Fidelis Capital Partners
Florida
$241K +$392 +5 +0.2%
SIC
540
Sterling Investment Counsel
New York
$240K +$240K +2,944 New
FFA
541
Fragasso Financial Advisors
Pennsylvania
$239K +$1.3K +16 +0.5%
SCM
542
Sage Capital Management
New Jersey
$239K +$1.3K +16 +0.5%
TFA
543
Toth Financial Advisory
Virginia
$238K -$26.9K -330 -10%
SW
544
SVB Wealth
Massachusetts
$234K +$6.44K +79 +3%
CIA
545
Choate Investment Advisors
Massachusetts
$230K +$230K +2,821 New
Koshinski Asset Management
546
Koshinski Asset Management
Illinois
$230K +$230K +2,820 New
Rafferty Asset Management
547
Rafferty Asset Management
New York
$229K -$83.1K -1,020 -27%
MA
548
MJP Associates
Connecticut
$228K +$4.15K +51 +2%
AO
549
Advisor OS
Illinois
$228K +$4.15K +51 +2%
LBC
550
Leigh Baldwin & Co
New York
$228K -$14.3K -175 -6%