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 %
AW
701
Avion Wealth
Texas
$1K
MAS
702
MPWM Advisory Solutions
Georgia
$978
VWA
703
Valued Wealth Advisors
Utah
$905
BFS
704
Bare Financial Services
Pennsylvania
$896 +$896 +11 New
PWA
705
Principia Wealth Advisory
Texas
$846 +$77 +1 +10%
PWA
706
Physician Wealth Advisors
Utah
$815
HFS
707
Hughes Financial Services
Virginia
$738 +$738 +9 New
CH
708
Cromwell Holdings
Wyoming
$733 +$733 +9 New
PWM
709
Parkworth Wealth Management
California
$652
HIA
710
HFM Investment Advisors
New Jersey
$571 +$571 +7 New
HWP
711
Highline Wealth Partners
California
$489 +$489 +6 New
BHWM
712
Bay Harbor Wealth Management
Maryland
$488 +$488 +6 New
CPG
713
Cornerstone Planning Group
New Jersey
$472 +$472 +6 New
RJA
714
Ross\Johnson & Associates
Minnesota
$407 +$407 +5 New
MCM
715
MV Capital Management
Maryland
$245
ACA
716
American Capital Advisory
Idaho
$245 +$245 +3 New
RWM
717
Ruedi Wealth Management
Illinois
$163
TFM
718
TFC Financial Management
Massachusetts
$82 +$82 +1 New
AWM
719
Activest Wealth Management
Florida
$81
Toronto Dominion Bank
720
Toronto Dominion Bank
Ontario, Canada
$9
Norges Bank
721
Norges Bank
Norway
-$1B -13,746,646 Closed
SGI
722
Summit Global Investments
Utah
-$4.55M -62,259 Closed
MCM
723
Massar Capital Management
Connecticut
-$3.77M -51,691 Closed
TCM
724
Teza Capital Management
Illinois
-$1.96M -26,883 Closed
CCS
725
Concentric Capital Strategies
Connecticut
-$1.72M -23,508 Closed