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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 %
SIC
701
SJS Investment Consulting
Ohio
$1.94K -$1.45K -18 -43%
APW
702
Atlantic Private Wealth
North Carolina
$1.89K +$1.89K +23 New
DFA
703
DHJJ Financial Advisors
Illinois
$1.86K +$1.86K +23 New
TIM
704
Tortoise Investment Management
New York
$1.86K +$1.86K +23 New
SO
705
Sierra Ocean
California
$1.7K – – –
AG
706
AmeriFlex Group
Nevada
$1.67K +$1.67K +21 New
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$1.47K – – –
WAS
708
Winch Advisory Services
Wisconsin
$1.47K – – –
CPG
709
Cornerstone Planning Group
New Jersey
$1.33K +$910 +13 +217%
RWM
710
Rialto Wealth Management
New York
$1.29K +$81 +1 +7%
GC
711
Garde Capital
Washington
$1.21K – – –
PWA
712
Principia Wealth Advisory
Texas
$1.13K +$242 +3 +27%
HIA
713
HFM Investment Advisors
New Jersey
$1.13K +$565 +7 +100%
HNB
714
Huntington National Bank
Ohio
$1.05K -$31.3K -387 -97%
AW
715
Avion Wealth
Texas
$1K -$200 -4 -17%
PWM
716
Parkworth Wealth Management
California
$969 +$323 +4 +50%
VWA
717
Valued Wealth Advisors
Utah
$902 – – –
BHWM
718
Bay Harbor Wealth Management
Maryland
$888 +$404 +5 +83%
SC
719
Stephens Consulting
Michigan
$566 +$566 +7 New
BWL
720
Bogart Wealth LLC
Virginia
$485 +$485 +6 New
Optiver Holding
721
Optiver Holding
Netherlands
$404 -$26.5K -328 -98%
QWM
722
Quaker Wealth Management
New Jersey
$404 +$404 +5 New
ACA
723
American Capital Advisory
Idaho
$324 +$81 +1 +33%
HWP
724
Highline Wealth Partners
California
$323 -$162 -2 -33%
DF
725
DecisionPoint Financial
Arizona
$247 +$247 +3 New
27 28
29
30 31