718 hedge funds and large institutions have $11.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+39
Holders Change %
+5.74%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
108
Increased
227
Reduced
271
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
626
Aviso Financial
Ontario, Canada
$33.1K
HNB
627
Huntington National Bank
Ohio
$32.6K -$12K -147 -27%
DMBA
628
Deseret Mutual Benefit Administrators
Utah
$32.3K -$7.9K -97 -20%
BC
629
Barrett & Company
Rhode Island
$32.3K
HWA
630
Heritage Wealth Advisors
Virginia
$31.5K -$1.47K -18 -4%
TWD
631
True Wealth Design
Ohio
$31.2K +$6.92K +85 +29%
VWWMG
632
Vermillion & White Wealth Management Group
Pennsylvania
$30.4K +$30.4K +373 New
W
633
WealthCollab
Washington
$30.1K
LWMI
634
Legacy Wealth Management (Idaho)
Idaho
$30.1K
Optiver Holding
635
Optiver Holding
Netherlands
$27.1K +$27.1K +333 New
LWANC
636
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.5K
TPCW
637
TD Private Client Wealth
New York
$26.4K +$570 +7 +2%
RA
638
Rise Advisors
New York
$26.3K -$6.28K -77 -19%
BIA
639
Bell Investment Advisors
California
$25.7K +$489 +6 +2%
WA
640
Whipplewood Advisors
Colorado
$24.8K -$127K -255 -84%
PWMG
641
Private Wealth Management Group
New Jersey
$24.8K -$1.39K -17 -5%
NCM
642
Northwest Capital Management
Oregon
$23.6K
HCA
643
Harbor Capital Advisors
Illinois
$23K +$23K +277 New
HCM
644
Hollencrest Capital Management
California
$19.3K +$81 +1 +0.4%
CMP
645
Coston McIsaac & Partners
Maine
$18K
JWA
646
JFS Wealth Advisors
Pennsylvania
$17.5K -$1.22K -15 -7%
RIL
647
Rothschild Investment LLC
Illinois
$17.4K +$407 +5 +2%
AP
648
Atwood & Palmer
Missouri
$16.3K +$16.3K +200 New
SWA
649
SOA Wealth Advisors
New York
$16K
BI
650
Binnacle Investments
Iowa
$15.8K +$15.8K +194 New