686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
626
Ares Financial Consulting
California
$9.77K
ANBT
627
American National Bank & Trust
Texas
$9.46K
FFO
628
Fortitude Family Office
Arizona
$8.37K
SL
629
Salomon & Ludwin
Virginia
$7.75K
CT
630
Clearstead Trust
Maine
$7.13K
TFA
631
Transamerica Financial Advisors
Florida
$6.75K
NFSG
632
Newbridge Financial Services Group
Florida
$6.67K
SEP
633
Signature Equity Partners
Ohio
$6.61K
CAL
634
Capital Advisors Ltd
Ohio
$6K
HNW
635
High Note Wealth
Minnesota
$5.27K
Walleye Capital
636
Walleye Capital
New York
$5.27K
KFA
637
Kelleher Financial Advisors
New York
$5.19K
KFI
638
Key Financial Inc
Pennsylvania
$4.96K
BGAI
639
Bruce G. Allen Investments
Colorado
$4.96K
BHWM
640
Beaird Harris Wealth Management
Texas
$4.9K
S
641
Sachetta
Massachusetts
$4.73K
LI
642
LRI Investments
Florida
$4.5K
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$4.11K
RFA
644
Reyes Financial Architecture
California
$3.64K
OP
645
ORG Partners
Indiana
$3.41K
SWA
646
SOA Wealth Advisors
New York
$3.35K
IAS
647
IMA Advisory Services
Colorado
$3.25K
SWM
648
Spire Wealth Management
Virginia
$3.02K
BFS
649
Bare Financial Services
Pennsylvania
$2.94K
MAM
650
Marquette Asset Management
Minnesota
$2.71K