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
FMP
701
Financial Management Professionals
Texas
$2.34K
AAS
702
Ameritas Advisory Services
Nebraska
$2.2K
HFS
703
Hughes Financial Services
Virginia
$2.12K
CYG
704
Clean Yield Group
Vermont
$2.1K
CH
705
Cromwell Holdings
Wyoming
$2.02K
SIC
706
SJS Investment Consulting
Ohio
$1.94K
APW
707
Atlantic Private Wealth
North Carolina
$1.89K
DFA
708
DHJJ Financial Advisors
Illinois
$1.86K
TIM
709
Tortoise Investment Management
New York
$1.86K
SO
710
Sierra Ocean
California
$1.7K
AG
711
AmeriFlex Group
Nevada
$1.67K
Kayne Anderson Rudnick Investment Management
712
Kayne Anderson Rudnick Investment Management
California
$1.47K
WAS
713
Winch Advisory Services
Wisconsin
$1.47K
CPG
714
Cornerstone Planning Group
New Jersey
$1.33K
RWM
715
Rialto Wealth Management
New York
$1.29K
GC
716
Garde Capital
Washington
$1.21K
PWA
717
Principia Wealth Advisory
Texas
$1.13K
HIA
718
HFM Investment Advisors
New Jersey
$1.13K
HNB
719
Huntington National Bank
Ohio
$1.05K
AW
720
Avion Wealth
Texas
$1K
PWM
721
Parkworth Wealth Management
California
$969
VWA
722
Valued Wealth Advisors
Utah
$902
BHWM
723
Bay Harbor Wealth Management
Maryland
$888
SC
724
Stephens Consulting
Michigan
$566
BWL
725
Bogart Wealth LLC
Virginia
$485