719 hedge funds and large institutions have $11.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+40
Holders Change %
+5.89%
% of All Funds
9.77%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
109
Increased
227
Reduced
271
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
676
Newbridge Financial Services Group
Florida
$5.46K +$1.39K +17 +34%
KFI
677
Key Financial Inc
Pennsylvania
$5.21K
HNW
678
High Note Wealth
Minnesota
$5.05K +$1.79K +22 +55%
S
679
Sachetta
Massachusetts
$4.97K -$163 -2 -3%
BHWM
680
Beaird Harris Wealth Management
Texas
$4.89K
LI
681
LRI Investments
Florida
$4.73K
GWP
682
Gen-Wealth Partners
Michigan
$4.64K
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$4.32K
CT
684
Colonial Trust
South Carolina
$4.1K -$983 -12 -19%
HFS
685
Hantz Financial Services
Michigan
$4K +$4K +47 New
RFA
686
Reyes Financial Architecture
California
$3.83K +$3.83K +47 New
SC
687
SouthState Corp
Florida
$3.59K +$3.59K +44 New
GFPC
688
Global Financial Private Client
Florida
$3.58K +$2.61K +32 +267%
SIC
689
SJS Investment Consulting
Ohio
$3.42K
SWM
690
Spire Wealth Management
Virginia
$3.42K
BGAI
691
Bruce G. Allen Investments
Colorado
$3.1K -$163 -2 -5%
LCM
692
Logan Capital Management
Pennsylvania
$2.88K
FMP
693
Financial Management Professionals
Texas
$2.36K
AF
694
Advisornet Financial
Minnesota
$2.2K +$1.71K +21 +350%
CYG
695
Clean Yield Group
Vermont
$2.12K
SO
696
Sierra Ocean
California
$1.71K
Kayne Anderson Rudnick Investment Management
697
Kayne Anderson Rudnick Investment Management
California
$1.48K
WAS
698
Winch Advisory Services
Wisconsin
$1.47K
RWM
699
Rialto Wealth Management
New York
$1.22K +$1.22K +15 New
GC
700
Garde Capital
Washington
$1.22K +$1.22K +15 New