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Unum
UNM

Overview Fund Activity

727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.76%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$57.5M
2
BlackRock
2
BlackRock
New York
$1.48B
3
Victory Capital Management
3
Victory Capital Management
Texas
$178M
4
UBS Group
4
UBS Group
Switzerland
$98.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$313M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$18.3M
3
TCA
3
Teewinot Capital Advisers
New York
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$291M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
676
High Note Wealth
Minnesota
$6.3K +$1.29K +16 +26%
PSFG
677
Park Square Financial Group
Georgia
$6.06K – – –
CAL
678
Capital Advisors Ltd
Ohio
$6K – – –
BHWM
679
Beaird Harris Wealth Management
Texas
$5.59K +$729 +9 +15%
TPWA
680
Twin Peaks Wealth Advisors
California
$5.56K +$5.56K +79 New
PWA
681
Physician Wealth Advisors
Utah
$5.25K +$4.44K +55 +550%
KFI
682
Key Financial Inc
Pennsylvania
$5.17K – – –
S
683
Sachetta
Massachusetts
$4.93K – – –
LI
684
LRI Investments
Florida
$4.68K – – –
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$4.44K +$162 +2 +4%
MYIA
686
Mount Yale Investment Advisors
Colorado
$4.2K +$4.2K +52 New
RS
687
Rakuten Securities
Japan
$4.12K -$1.94K -24 -32%
RFA
688
Reyes Financial Architecture
California
$3.8K – – –
SWA
689
SOA Wealth Advisors
New York
$3.45K -$12.3K -153 -78%
SWM
690
Spire Wealth Management
Virginia
$3.39K – – –
BGAI
691
Bruce G. Allen Investments
Colorado
$3.07K – – –
SC
692
SouthState Corp
Florida
$2.99K -$565 -7 -16%
LCM
693
Logan Capital Management
Pennsylvania
$2.87K +$80 +1 +3%
AF
694
Advisornet Financial
Minnesota
$2.67K +$485 +6 +22%
OP
695
ORG Partners
Indiana
$2.38K +$2.38K +29 New
FMP
696
Financial Management Professionals
Texas
$2.34K – – –
AAS
697
Ameritas Advisory Services
Nebraska
$2.2K +$2.2K +27 New
HFS
698
Hughes Financial Services
Virginia
$2.12K +$1.48K +21 +233%
CYG
699
Clean Yield Group
Vermont
$2.1K – – –
CH
700
Cromwell Holdings
Wyoming
$2.02K +$1.29K +16 +178%
26 27
28
29 30