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
RFA
626
Reyes Financial Architecture
California
$3.66K
SWA
627
SOA Wealth Advisors
New York
$3.34K
HNW
628
High Note Wealth
Minnesota
$3.11K
SWM
629
Spire Wealth Management
Virginia
$3.03K
BGAI
630
Bruce G. Allen Investments
Colorado
$2.96K
TPBG
631
Turning Point Benefit Group
Maryland
$2.5K
SC
632
SouthState Corp
Florida
$2.33K
FMP
633
Financial Management Professionals
Texas
$2.26K
RWS
634
Retirement Wealth Solutions
Wisconsin
$2.18K
CYG
635
Clean Yield Group
Vermont
$2.02K
CCM
636
Cloud Capital Management
Washington
$2K
EWP
637
Elevation Wealth Partners
California
$1.87K
APW
638
Atlantic Private Wealth
North Carolina
$1.82K
DFA
639
DHJJ Financial Advisors
Illinois
$1.8K
WAS
640
Winch Advisory Services
Wisconsin
$1.42K
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
$1.42K
IWM
642
IMG Wealth Management
Florida
$1.09K
RWM
643
Rialto Wealth Management
New York
$1.01K
HNB
644
Huntington National Bank
Ohio
$1.01K
AW
645
Avion Wealth
Texas
$1K
VWA
646
Valued Wealth Advisors
Utah
$952
BHWM
647
Bay Harbor Wealth Management
Maryland
$933
HIA
648
HFM Investment Advisors
New Jersey
$856
NS
649
NBC Securities
Alabama
$855
CH
650
Cromwell Holdings
Wyoming
$778