730 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, 272 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 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
730
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
GWP
676
Gen-Wealth Partners
Michigan
$6.87K
RBI
677
Raiffeisen Bank International
Austria
$6.3K
HNW
678
High Note Wealth
Minnesota
$6.3K
PSFG
679
Park Square Financial Group
Georgia
$6.06K
CAL
680
Capital Advisors Ltd
Ohio
$6K
BHWM
681
Beaird Harris Wealth Management
Texas
$5.59K
TPWA
682
Twin Peaks Wealth Advisors
California
$5.56K
PWA
683
Physician Wealth Advisors
Utah
$5.25K
KFI
684
Key Financial Inc
Pennsylvania
$5.17K
S
685
Sachetta
Massachusetts
$4.93K
LI
686
LRI Investments
Florida
$4.68K
DPW
687
DiNuzzo Private Wealth
Pennsylvania
$4.44K
MYIA
688
Mount Yale Investment Advisors
Colorado
$4.2K
RS
689
Rakuten Securities
Japan
$4.12K
RFA
690
Reyes Financial Architecture
California
$3.8K
SWA
691
SOA Wealth Advisors
New York
$3.45K
SWM
692
Spire Wealth Management
Virginia
$3.39K
BGAI
693
Bruce G. Allen Investments
Colorado
$3.07K
SC
694
SouthState Corp
Florida
$2.99K
LCM
695
Logan Capital Management
Pennsylvania
$2.87K
CAWM
696
Capital A Wealth Management
Pennsylvania
$2.85K
AF
697
Advisornet Financial
Minnesota
$2.67K
OP
698
ORG Partners
Indiana
$2.38K
FMP
699
Financial Management Professionals
Texas
$2.34K
AAS
700
Ameritas Advisory Services
Nebraska
$2.2K