729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 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
729
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
NEWAS
626
N.E.W. Advisory Services
Wisconsin
$34.5K
SIS
627
Sound Income Strategies
Florida
$34.4K
NSIM
628
North Star Investment Management
Illinois
$34.3K
AF
629
Aviso Financial
Ontario, Canada
$32.8K
AP
630
Atwood & Palmer
Missouri
$32.3K
DMBA
631
Deseret Mutual Benefit Administrators
Utah
$32K
BC
632
Barrett & Company
Rhode Island
$32K
HWA
633
Heritage Wealth Advisors
Virginia
$31.3K
W
634
WealthCollab
Washington
$29.9K
LWMI
635
Legacy Wealth Management (Idaho)
Idaho
$29.9K
LIS
636
Legacy Investment Solutions
Idaho
$29.9K
BIA
637
Bell Investment Advisors
California
$28.4K
QPBE
638
Quintet Private Bank (Europe)
Luxembourg
$28.3K
HCA
639
Harbor Capital Advisors
Illinois
$28K
RA
640
Rise Advisors
New York
$27.3K
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$26.5K
TPCW
642
TD Private Client Wealth
New York
$26.2K
NCM
643
Northwest Capital Management
Oregon
$23.4K
WPA
644
Wealth Preservation Advisors
Tennessee
$23.2K
PWMG
645
Private Wealth Management Group
New Jersey
$20.7K
EWM
646
Evolution Wealth Management
Florida
$19.5K
HCM
647
Hollencrest Capital Management
California
$19.2K
WA
648
Whipplewood Advisors
Colorado
$18.4K
CMP
649
Coston McIsaac & Partners
Maine
$18K
RIL
650
Rothschild Investment LLC
Illinois
$17.7K