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
JWA
651
JFS Wealth Advisors
Pennsylvania
$17.4K
VWA
652
VSM Wealth Advisory
Maryland
$17K
BI
653
Binnacle Investments
Iowa
$16.8K
WT
654
Whittier Trust
California
$15.2K
CTWM
655
Cherry Tree Wealth Management
Minnesota
$14.5K
ADL
656
Asset Dedication LLC
California
$13.7K
AAG
657
Armstrong Advisory Group
Massachusetts
$13.5K
CIAM
658
Caitong International Asset Management
Hong Kong
$13.1K
RF
659
Rossby Financial
Florida
$12.9K
GBT
660
Grove Bank & Trust
Florida
$12.4K
HFS
661
Hopwood Financial Services
Virginia
$12.1K
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$11.3K
GA
663
GoalVest Advisory
New York
$11.3K
KA
664
Kozak & Associates
Colorado
$11K
NOI
665
Newton One Investments
Delaware
$11K
DWM
666
Dogwood Wealth Management
Kansas
$9.96K
FFO
667
Fortitude Family Office
Arizona
$9.85K
CT
668
Clearstead Trust
Maine
$9.53K
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.03K
WSFS
670
Wilmington Savings Fund Society
Delaware
$8.64K
PP
671
Pingora Partners
Wyoming
$8.08K
OAJ
672
Ogorek Anthony Joseph
New York
$8K
AA
673
Ancora Advisors
Ohio
$7.11K
NFSG
674
Newbridge Financial Services Group
Florida
$6.95K
GWP
675
Gen-Wealth Partners
Michigan
$6.87K