732 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, 274 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 call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 274

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
732
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
AA
676
Ancora Advisors
Ohio
$7.11K
NFSG
677
Newbridge Financial Services Group
Florida
$6.95K
GWP
678
Gen-Wealth Partners
Michigan
$6.87K
RBI
679
Raiffeisen Bank International
Austria
$6.3K
HNW
680
High Note Wealth
Minnesota
$6.3K
PSFG
681
Park Square Financial Group
Georgia
$6.06K
CAL
682
Capital Advisors Ltd
Ohio
$6K
BHWM
683
Beaird Harris Wealth Management
Texas
$5.59K
TPWA
684
Twin Peaks Wealth Advisors
California
$5.56K
PWA
685
Physician Wealth Advisors
Utah
$5.25K
KFI
686
Key Financial Inc
Pennsylvania
$5.17K
S
687
Sachetta
Massachusetts
$4.93K
LI
688
LRI Investments
Florida
$4.68K
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$4.44K
MYIA
690
Mount Yale Investment Advisors
Colorado
$4.2K
RS
691
Rakuten Securities
Japan
$4.12K
RFA
692
Reyes Financial Architecture
California
$3.8K
SWA
693
SOA Wealth Advisors
New York
$3.45K
SWM
694
Spire Wealth Management
Virginia
$3.39K
BGAI
695
Bruce G. Allen Investments
Colorado
$3.07K
SC
696
SouthState Corp
Florida
$2.99K
LCM
697
Logan Capital Management
Pennsylvania
$2.87K
CAWM
698
Capital A Wealth Management
Pennsylvania
$2.85K
AF
699
Advisornet Financial
Minnesota
$2.67K
OP
700
ORG Partners
Indiana
$2.38K