730 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, 272 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 repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
730
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
TWD
626
True Wealth Design
Ohio
$34.8K
NEWAS
627
N.E.W. Advisory Services
Wisconsin
$34.5K
SIS
628
Sound Income Strategies
Florida
$34.4K
NSIM
629
North Star Investment Management
Illinois
$34.3K
AF
630
Aviso Financial
Ontario, Canada
$32.8K
AP
631
Atwood & Palmer
Missouri
$32.3K
DMBA
632
Deseret Mutual Benefit Administrators
Utah
$32K
BC
633
Barrett & Company
Rhode Island
$32K
HWA
634
Heritage Wealth Advisors
Virginia
$31.3K
W
635
WealthCollab
Washington
$29.9K
LWMI
636
Legacy Wealth Management (Idaho)
Idaho
$29.9K
LIS
637
Legacy Investment Solutions
Idaho
$29.9K
BIA
638
Bell Investment Advisors
California
$28.4K
QPBE
639
Quintet Private Bank (Europe)
Luxembourg
$28.3K
HCA
640
Harbor Capital Advisors
Illinois
$28K
RA
641
Rise Advisors
New York
$27.3K
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$26.5K
TPCW
643
TD Private Client Wealth
New York
$26.2K
NCM
644
Northwest Capital Management
Oregon
$23.4K
WPA
645
Wealth Preservation Advisors
Tennessee
$23.2K
PWMG
646
Private Wealth Management Group
New Jersey
$20.7K
EWM
647
Evolution Wealth Management
Florida
$19.5K
HCM
648
Hollencrest Capital Management
California
$19.2K
WA
649
Whipplewood Advisors
Colorado
$18.4K
CMP
650
Coston McIsaac & Partners
Maine
$18K