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
HFS
701
Hughes Financial Services
Virginia
$2.12K
CYG
702
Clean Yield Group
Vermont
$2.1K
CH
703
Cromwell Holdings
Wyoming
$2.02K
SIC
704
SJS Investment Consulting
Ohio
$1.94K
APW
705
Atlantic Private Wealth
North Carolina
$1.89K
DFA
706
DHJJ Financial Advisors
Illinois
$1.86K
TIM
707
Tortoise Investment Management
New York
$1.86K
SO
708
Sierra Ocean
California
$1.7K
AG
709
AmeriFlex Group
Nevada
$1.67K
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$1.47K
WAS
711
Winch Advisory Services
Wisconsin
$1.47K
CPG
712
Cornerstone Planning Group
New Jersey
$1.33K
RWM
713
Rialto Wealth Management
New York
$1.29K
GC
714
Garde Capital
Washington
$1.21K
PWA
715
Principia Wealth Advisory
Texas
$1.13K
HIA
716
HFM Investment Advisors
New Jersey
$1.13K
HNB
717
Huntington National Bank
Ohio
$1.05K
AW
718
Avion Wealth
Texas
$1K
PWM
719
Parkworth Wealth Management
California
$969
VWA
720
Valued Wealth Advisors
Utah
$902
BHWM
721
Bay Harbor Wealth Management
Maryland
$888
SC
722
Stephens Consulting
Michigan
$566
BWL
723
Bogart Wealth LLC
Virginia
$485
Optiver Holding
724
Optiver Holding
Netherlands
$404
QWM
725
Quaker Wealth Management
New Jersey
$404