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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
S
651
Sachetta
Massachusetts
$4.73K
LI
652
LRI Investments
Florida
$4.5K
DPW
653
DiNuzzo Private Wealth
Pennsylvania
$4.11K
RFA
654
Reyes Financial Architecture
California
$3.64K
OP
655
ORG Partners
Indiana
$3.41K +$3.37K +44 New
SWA
656
SOA Wealth Advisors
New York
$3.35K
IAS
657
IMA Advisory Services
Colorado
$3.25K +$3.21K +42 New
SWM
658
Spire Wealth Management
Virginia
$3.02K
BFS
659
Bare Financial Services
Pennsylvania
$2.94K +$2.91K +38 New
MAM
660
Marquette Asset Management
Minnesota
$2.71K +$2.68K +35 New
TPBG
661
Turning Point Benefit Group
Maryland
$2.48K
SC
662
SouthState Corp
Florida
$2.33K
FMP
663
Financial Management Professionals
Texas
$2.25K
CFM
664
Cornerstone Financial Management
Massachusetts
$2.17K +$2.14K +28 New
CYG
665
Clean Yield Group
Vermont
$2.02K
OAJ
666
Ogorek Anthony Joseph
New York
$2K -$4.13K -54 -63%
EWP
667
Elevation Wealth Partners
California
$1.86K
CH
668
Cromwell Holdings
Wyoming
$1.86K +$1.07K +14 +140%
DFA
669
DHJJ Financial Advisors
Illinois
$1.79K
RWS
670
Retirement Wealth Solutions
Wisconsin
$1.78K -$382 -5 -18%
DWM
671
Dogwood Wealth Management
Kansas
$1.71K -$4.05K -53 -71%
BHWM
672
Bay Harbor Wealth Management
Maryland
$1.63K +$688 +9 +75%
OC
673
Optima Capital
Oregon
$1.55K +$1.53K +20 New
SFG
674
Strive Financial Group
Indiana
$1.55K +$1.53K +20 New
WAS
675
Winch Advisory Services
Wisconsin
$1.43K