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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
IPS
626
Investors Portfolio Services
Washington
$13.6K +$13.5K +176 New
ADL
627
Asset Dedication LLC
California
$13.2K
AAG
628
Armstrong Advisory Group
Massachusetts
$12.9K
GBT
629
Grove Bank & Trust
Florida
$11.9K
KA
630
Kozak & Associates
Colorado
$11.3K
KFAS
631
Keating Financial Advisory Services
Kansas
$11.3K +$11.2K +146 New
FMII
632
Farmers & Merchants Investments Inc
Nebraska
$10.8K
GA
633
GoalVest Advisory
New York
$10.8K
NOI
634
Newton One Investments
Delaware
$10.7K +$76 +1 +0.7%
KFG
635
Kingdom Financial Group
Arizona
$9.8K +$9.64K +126 New
AFC
636
Ares Financial Consulting
California
$9.77K +$9.64K +126 New
ANBT
637
American National Bank & Trust
Texas
$9.46K +$9.33K +122 New
FFO
638
Fortitude Family Office
Arizona
$8.37K -$1.07K -14 -11%
SL
639
Salomon & Ludwin
Virginia
$7.75K
CT
640
Clearstead Trust
Maine
$7.13K -$918 -12 -12%
TFA
641
Transamerica Financial Advisors
Florida
$6.75K
NFSG
642
Newbridge Financial Services Group
Florida
$6.67K
SEP
643
Signature Equity Partners
Ohio
$6.61K +$6.5K +85 New
CAL
644
Capital Advisors Ltd
Ohio
$6K
HNW
645
High Note Wealth
Minnesota
$5.27K +$2.14K +28 +70%
Walleye Capital
646
Walleye Capital
New York
$5.27K +$5.2K +68 New
KFA
647
Kelleher Financial Advisors
New York
$5.19K
KFI
648
Key Financial Inc
Pennsylvania
$4.96K
BGAI
649
Bruce G. Allen Investments
Colorado
$4.96K +$1.99K +26 +68%
BHWM
650
Beaird Harris Wealth Management
Texas
$4.9K