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
CFO
601
CVA Family Office
Colorado
$88.6K
PFBT
602
Parkside Financial Bank & Trust
Missouri
$86K
HI
603
Hoey Investments
Pennsylvania
$84.8K
National Bank of Canada
604
National Bank of Canada
Quebec, Canada
$82.2K
SPIA
605
Steward Partners Investment Advisory
New York
$81.2K
KLWA
606
Kelly Lawrence W & Associates
California
$80.8K
CTC
607
Central Trust Company
Missouri
$80.8K
HI
608
Harbour Investments
Wisconsin
$74.4K
WBWA
609
William B. Walkup & Associates
South Carolina
$69K
CFB
610
Cullen/Frost Bankers
Texas
$65.1K
AT
611
Arlington Trust
Alabama
$62.5K
DB
612
Danske Bank
Denmark
$59.1K
VSQM
613
V-Square Quantitative Management
Illinois
$58.1K
MA
614
MCF Advisors
Kentucky
$56.9K
DZ Bank
615
DZ Bank
Germany
$56.9K
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.8K
MEG
617
Millstone Evans Group
Colorado
$50.1K
DJSG
618
D.J. St. Germain
Massachusetts
$49.3K
FCMT
619
Founders Capital Management (Texas)
Texas
$48.5K
1IA
620
1620 Investment Advisors
Massachusetts
$46.9K
HWM
621
Hemington Wealth Management
Virginia
$46K
HFS
622
Hantz Financial Services
Michigan
$46K
ME
623
McIlrath & Eck
Washington
$44.8K
VWWMG
624
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K
TCOV
625
Trust Company of Vermont
Vermont
$42.1K