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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Barrett & Company
Rhode Island
$30.7K
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$30.7K
HWA
603
Heritage Wealth Advisors
Virginia
$30K
W
604
WealthCollab
Washington
$28.7K
VWWMG
605
Vermillion & White Wealth Management Group
Pennsylvania
$25.3K
SWM
606
SHP Wealth Management
Massachusetts
$25.2K +$24.9K +326 New
LWANC
607
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.2K +$24.9K +325 New
MTI
608
Merrithew & Thorsten Inc
California
$24K +$23.9K +313 New
FCMT
609
Founders Capital Management (Texas)
Texas
$23.3K -$22.9K -300 -50%
WPA
610
Wealth Preservation Advisors
Tennessee
$22.2K
TPCW
611
TD Private Client Wealth
New York
$21.6K -$3.44K -45 -14%
JWA
612
JFS Wealth Advisors
Pennsylvania
$21.4K +$4.67K +61 +28%
KFP
613
Kerr Financial Planning
California
$21.2K
CIAM
614
Caitong International Asset Management
Hong Kong
$20.1K +$19.1K +250 +2,778%
PWMG
615
Private Wealth Management Group
New Jersey
$19.8K
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$18.8K
RF
617
Rossby Financial
Florida
$18.8K +$4.59K +60 +33%
HCM
618
Hollencrest Capital Management
California
$18.7K +$76 +1 +0.4%
Group One Trading
619
Group One Trading
Illinois
$18.7K -$3.41M -44,601 -99%
EWM
620
Evolution Wealth Management
Florida
$18.7K
HHCP
621
Hilton Head Capital Partners
South Carolina
$18.1K +$17.9K +234 New
CMP
622
Coston McIsaac & Partners
Maine
$17K
BIA
623
Bell Investment Advisors
California
$15.5K -$2.22K -29 -13%
MS
624
Monetary Solutions
Ohio
$14.1K +$13.9K +182 New
CTWM
625
Cherry Tree Wealth Management
Minnesota
$13.9K