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734 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 269 increasing their positions, 274 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

1% more funds holding

Funds holding: 725734 (+9)

0.7% less ownership

Funds ownership: 87.82%87.12% (-0.7%)

2% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 274

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

3% less capital invested

Capital invested by funds: $12.6B → $12.3B (-$370M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
734
Holders Change
+9
Holders Change %
+1.24%
% of All Funds
9.66%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
82
Increased
269
Reduced
274
Closed
66
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
226
Oregon Public Employees Retirement Fund
Oregon
$2.65M -$88.9K -1,125 -3%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$2.59M -$7.03M -89,053 -73%
BF
228
BOK Financial
Oklahoma
$2.58M -$104K -1,318 -4%
EI
229
Ethic Inc
New York
$2.54M +$956K +12,110 +62%
CIA
230
Concurrent Investment Advisors
Florida
$2.54M +$1.11K +14 +0%
TWPM
231
Total Wealth Planning & Management
Florida
$2.53M +$182K +2,309 +8%
HWA
232
HHM Wealth Advisors
Tennessee
$2.52M +$2.12M +26,876 +624%
ACP
233
Aviance Capital Partners
Florida
$2.52M -$77.4K -980 -3%
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$2.47M -$2.92K -37 -0.1%
SGA
235
Strategic Global Advisors
California
$2.46M -$75.8K -960 -3%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.42M +$63.3K +801 +3%
WW
237
Waterfront Wealth
Kansas
$2.37M +$12.5K +158 +0.5%
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
$2.37M +$275K +3,478 +13%
GIM
239
Goelzer Investment Management
Indiana
$2.36M +$2.31M +29,263 New
JG
240
Jain Global
New York
$2.35M +$2.3M +29,144 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$2.33M -$428K -5,419 -16%
CMF
242
Counterpoint Mutual Funds
California
$2.32M +$988K +12,514 +77%
NSEDCP
243
NJ State Employees Deferred Compensation Plan
New Jersey
$2.26M
FM
244
Family Management
New York
$2.25M +$10.4K +132 +0.5%
SCM
245
Sterling Capital Management
North Carolina
$2.22M +$113K +1,425 +5%
GC
246
Gillson Capital
Illinois
$2.18M -$17.8M -225,531 -89%
KPPF
247
Klein Pavlis & Peasley Financial
California
$2.15M +$630K +7,981 +43%
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$2.14M -$9.03M -114,362 -81%
Pictet Asset Management
249
Pictet Asset Management
Switzerland
$2.09M -$35.9K -454 -2%
WCBA
250
Weaver C. Barksdale & Associates
Tennessee
$2.07M -$16.5K -209 -0.8%

UNM Hedge Fund Activity: Q2 2025 in Review

734 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2025, worth a combined $12.3B — down 2.9% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new UNM positions and 66 closed out — a net gain of 16 holders — while 269 added to existing stakes and 274 trimmed.

The largest buyer was Norges Bank, adding an estimated $57.4M. The largest seller was Vanguard Group, cutting an estimated $84M.

  • 734 institutional investors held Unum (UNM) as of Q2 2025, up from 725 in Q1 2025.
  • Funds reported $12.3B of Unum stock for Q2 2025, down 2.9% quarter-over-quarter.
  • 82 funds opened new Unum positions in Q2 2025 and 66 closed out, a net change of +16 holders.
  • The largest Unum buyer in Q2 2025 was Norges Bank, an estimated $57.4M added.
  • The largest Unum seller in Q2 2025 was Vanguard Group, an estimated $84M sold.

Based on aggregated 13F filings for Q2 2025.