669 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change

Top Sellers

1 -$65.8M
2 -$54.4M
3 -$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
626
Dogwood Wealth Management
Kansas
$5.83K
KFA
627
Kelleher Financial Advisors
New York
$5.21K
PWA
628
Physician Wealth Advisors
Utah
$5.06K
KFI
629
Key Financial Inc
Pennsylvania
$5.01K
BHWM
630
Beaird Harris Wealth Management
Texas
$4.92K
S
631
Sachetta
Massachusetts
$4.75K
LI
632
LRI Investments
Florida
$4.51K
DPW
633
DiNuzzo Private Wealth
Pennsylvania
$3.7K
RFA
634
Reyes Financial Architecture
California
$3.66K
SWA
635
SOA Wealth Advisors
New York
$3.34K
HNW
636
High Note Wealth
Minnesota
$3.11K
SWM
637
Spire Wealth Management
Virginia
$3.03K
BGAI
638
Bruce G. Allen Investments
Colorado
$2.96K
TPBG
639
Turning Point Benefit Group
Maryland
$2.5K
SC
640
SouthState Corp
Florida
$2.33K
FMP
641
Financial Management Professionals
Texas
$2.26K
RWS
642
Retirement Wealth Solutions
Wisconsin
$2.18K
CYG
643
Clean Yield Group
Vermont
$2.02K
CCM
644
Cloud Capital Management
Washington
$2K
EWP
645
Elevation Wealth Partners
California
$1.87K
APW
646
Atlantic Private Wealth
North Carolina
$1.82K
DFA
647
DHJJ Financial Advisors
Illinois
$1.8K
WAS
648
Winch Advisory Services
Wisconsin
$1.42K
Kayne Anderson Rudnick Investment Management
649
Kayne Anderson Rudnick Investment Management
California
$1.42K
IWM
650
IMG Wealth Management
Florida
$1.09K