665 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 206 increasing their positions, 300 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 300

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

50% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 108

Holders
665
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
626
Physician Wealth Advisors
Utah
$5.06K
KFI
627
Key Financial Inc
Pennsylvania
$5.01K
BHWM
628
Beaird Harris Wealth Management
Texas
$4.92K
S
629
Sachetta
Massachusetts
$4.75K
LI
630
LRI Investments
Florida
$4.51K
DPW
631
DiNuzzo Private Wealth
Pennsylvania
$3.7K
RFA
632
Reyes Financial Architecture
California
$3.66K
SWA
633
SOA Wealth Advisors
New York
$3.34K
HNW
634
High Note Wealth
Minnesota
$3.11K
SWM
635
Spire Wealth Management
Virginia
$3.03K
BGAI
636
Bruce G. Allen Investments
Colorado
$2.96K
TPBG
637
Turning Point Benefit Group
Maryland
$2.5K
SC
638
SouthState Corp
Florida
$2.33K
FMP
639
Financial Management Professionals
Texas
$2.26K
RWS
640
Retirement Wealth Solutions
Wisconsin
$2.18K
CYG
641
Clean Yield Group
Vermont
$2.02K
CCM
642
Cloud Capital Management
Washington
$2K
EWP
643
Elevation Wealth Partners
California
$1.87K
APW
644
Atlantic Private Wealth
North Carolina
$1.82K
DFA
645
DHJJ Financial Advisors
Illinois
$1.8K
WAS
646
Winch Advisory Services
Wisconsin
$1.42K
Kayne Anderson Rudnick Investment Management
647
Kayne Anderson Rudnick Investment Management
California
$1.42K
IWM
648
IMG Wealth Management
Florida
$1.09K
RWM
649
Rialto Wealth Management
New York
$1.01K
HNB
650
Huntington National Bank
Ohio
$1.01K