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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
226
Apricus Wealth
South Carolina
$2.88M -$2.2M -28,475 -45%
GDP
227
Great Diamond Partners
Maine
$2.87M -$30.1K -391 -1%
EP
228
Edgestream Partners
New Jersey
$2.85M -$7.48M -96,993 -74%
NMERB
229
New Mexico Educational Retirement Board
New Mexico
$2.84M
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$2.79M +$90.4K +1,173 +4%
OPERF
231
Oregon Public Employees Retirement Fund
Oregon
$2.76M -$23.1K -300 -0.9%
BF
232
BOK Financial
Oklahoma
$2.71M -$575K -7,463 -18%
CGH
233
Crossmark Global Holdings
Texas
$2.71M +$170K +2,208 +7%
EGM
234
Engineers Gate Manager
New York
$2.65M +$2.51M +32,560 New
ACP
235
Aviance Capital Partners
Florida
$2.62M -$710K -9,215 -22%
MIC
236
Mubadala Investment Company
United Arab Emirates
$2.61M -$125K -1,625 -5%
CIA
237
Concurrent Investment Advisors
Florida
$2.56M +$888K +11,524 +58%
SGA
238
Strategic Global Advisors
California
$2.56M -$74.8K -970 -3%
PAG
239
Private Advisor Group
New Jersey
$2.51M +$171K +2,222 +8%
FMWA
240
Forvis Mazars Wealth Advisors
Missouri
$2.49M +$37.4K +485 +2%
AIM
241
Artemis Investment Management
United Kingdom
$2.48M -$15M -195,055 -87%
VA
242
Vident Advisory
Georgia
$2.41M +$286K +3,704 +14%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$2.39M -$391K -5,072 -15%
WW
244
Waterfront Wealth
Kansas
$2.38M -$7.25K -94 -0.3%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$2.37M -$81.5K -1,057 -4%
TWPM
246
Total Wealth Planning & Management
Florida
$2.37M -$70.2K -911 -3%
N
247
Natixis
France
$2.37M +$2.26M +29,328 New
NSEDCP
248
NJ State Employees Deferred Compensation Plan
New Jersey
$2.28M
FM
249
Family Management
New York
$2.26M +$2.14M +27,706 New
Pictet Asset Management
250
Pictet Asset Management
Switzerland
$2.14M +$81.9K +1,062 +4%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.