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
Wellington Management Group
526
Wellington Management Group
Massachusetts
$265K
NPA
527
Nichols & Pratt Advisers
Massachusetts
$264K
BWM
528
Baron Wealth Management
Michigan
$264K
JCM
529
Jacobi Capital Management
Pennsylvania
$263K
BTI
530
Blue Trust Inc
Georgia
$263K
PA
531
Profund Advisors
Maryland
$261K
FHA
532
Flagship Harbor Advisors
Massachusetts
$259K
BTC
533
Bank & Trust Company
Illinois
$259K
SAM
534
Strategy Asset Managers
California
$258K
VC
535
Vicus Capital
Pennsylvania
$253K
FFA
536
Farther Finance Advisors
California
$251K
SFA
537
Sequoia Financial Advisors
Ohio
$247K
KWM
538
Kingsman Wealth Management
Florida
$244K
NW
539
NewEdge Wealth
Pennsylvania
$243K
PA
540
Parallel Advisors
California
$243K
KF
541
KKM Financial
Illinois
$242K
PWM
542
Perigon Wealth Management
California
$241K
AA
543
Armis Advisers
Georgia
$240K
RSWM
544
Robertson Stephens Wealth Management
California
$239K
SCM
545
Sage Capital Management
New Jersey
$238K
FFA
546
Fragasso Financial Advisors
Pennsylvania
$238K
MT
547
Midwest Trust
Kansas
$237K
AWA
548
Aaron Wealth Advisors
Illinois
$234K
IC
549
Inscription Capital
Texas
$231K
TFA
550
Toth Financial Advisory
Virginia
$229K