732 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, 274 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 call options, than puts

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

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 274

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
732
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
AEPWM
626
Atlantic Edge Private Wealth Management
Florida
$40.4K
Mitsubishi UFJ Asset Management
627
Mitsubishi UFJ Asset Management
Japan
$38.6K
TWD
628
True Wealth Design
Ohio
$34.8K
NEWAS
629
N.E.W. Advisory Services
Wisconsin
$34.5K
SIS
630
Sound Income Strategies
Florida
$34.4K
NSIM
631
North Star Investment Management
Illinois
$34.3K
AF
632
Aviso Financial
Ontario, Canada
$32.8K
AP
633
Atwood & Palmer
Missouri
$32.3K
DMBA
634
Deseret Mutual Benefit Administrators
Utah
$32K
BC
635
Barrett & Company
Rhode Island
$32K
HWA
636
Heritage Wealth Advisors
Virginia
$31.3K
W
637
WealthCollab
Washington
$29.9K
LWMI
638
Legacy Wealth Management (Idaho)
Idaho
$29.9K
LIS
639
Legacy Investment Solutions
Idaho
$29.9K
BIA
640
Bell Investment Advisors
California
$28.4K
QPBE
641
Quintet Private Bank (Europe)
Luxembourg
$28.3K
HCA
642
Harbor Capital Advisors
Illinois
$28K
RA
643
Rise Advisors
New York
$27.3K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$26.5K
TPCW
645
TD Private Client Wealth
New York
$26.2K
NCM
646
Northwest Capital Management
Oregon
$23.4K
WPA
647
Wealth Preservation Advisors
Tennessee
$23.2K
PWMG
648
Private Wealth Management Group
New Jersey
$20.7K
EWM
649
Evolution Wealth Management
Florida
$19.5K
HCM
650
Hollencrest Capital Management
California
$19.2K