659 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 296 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

32% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 296

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

48% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 107

Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
576
Barrett & Company
Rhode Island
$30.8K
DMBA
577
Deseret Mutual Benefit Administrators
Utah
$30.8K
HWA
578
Heritage Wealth Advisors
Virginia
$30.1K
W
579
WealthCollab
Washington
$28.8K
LWMI
580
Legacy Wealth Management (Idaho)
Idaho
$28.8K
RA
581
Rise Advisors
New York
$25.9K
WT
582
Whittier Trust
California
$25.7K
VWWMG
583
Vermillion & White Wealth Management Group
Pennsylvania
$25.4K
TPCW
584
TD Private Client Wealth
New York
$25.2K
WPA
585
Wealth Preservation Advisors
Tennessee
$22.3K
KFPC
586
KERR FINANCIAL PLANNING Corp
California
$21.2K
PWMG
587
Private Wealth Management Group
New Jersey
$19.9K
HIM
588
Hillsdale Investment Management
Ontario, Canada
$19.4K
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$18.8K
BI
590
Binnacle Investments
Iowa
$18.8K
EWM
591
Evolution Wealth Management
Florida
$18.7K
HCM
592
Hollencrest Capital Management
California
$18.7K
BIA
593
Bell Investment Advisors
California
$17.8K
CMP
594
Coston McIsaac & Partners
Maine
$17K
JWA
595
JFS Wealth Advisors
Pennsylvania
$16.7K
RF
596
Rossby Financial
Florida
$14.2K
CTWM
597
Cherry Tree Wealth Management
Minnesota
$13.9K
ADL
598
Asset Dedication LLC
California
$13.2K
AAG
599
Armstrong Advisory Group
Massachusetts
$13K
GBT
600
Grove Bank & Trust
Florida
$11.9K