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
WA
651
Whipplewood Advisors
Colorado
$18.4K
CMP
652
Coston McIsaac & Partners
Maine
$18K
RIL
653
Rothschild Investment LLC
Illinois
$17.7K
JWA
654
JFS Wealth Advisors
Pennsylvania
$17.4K
VWA
655
VSM Wealth Advisory
Maryland
$17K
BI
656
Binnacle Investments
Iowa
$16.8K
WT
657
Whittier Trust
California
$15.2K
CTWM
658
Cherry Tree Wealth Management
Minnesota
$14.5K
ADL
659
Asset Dedication LLC
California
$13.7K
AAG
660
Armstrong Advisory Group
Massachusetts
$13.5K
CIAM
661
Caitong International Asset Management
Hong Kong
$13.1K
RF
662
Rossby Financial
Florida
$12.9K
GBT
663
Grove Bank & Trust
Florida
$12.4K
HFS
664
Hopwood Financial Services
Virginia
$12.1K
FMII
665
Farmers & Merchants Investments Inc
Nebraska
$11.3K
GA
666
GoalVest Advisory
New York
$11.3K
KA
667
Kozak & Associates
Colorado
$11K
NOI
668
Newton One Investments
Delaware
$11K
DWM
669
Dogwood Wealth Management
Kansas
$9.96K
FFO
670
Fortitude Family Office
Arizona
$9.85K
CT
671
Clearstead Trust
Maine
$9.53K
BCMLT
672
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.03K
WSFS
673
Wilmington Savings Fund Society
Delaware
$8.64K
PP
674
Pingora Partners
Wyoming
$8.08K
OAJ
675
Ogorek Anthony Joseph
New York
$8K