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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
USCWA
251
U.S. Capital Wealth Advisors
Texas
$2.02M +$1.97M +24,951 New
VA
252
Vident Advisory
Georgia
$2M -$380K -4,814 -16%
YIH
253
Y-Intercept (HK)
Hong Kong
$2M +$1.56M +19,726 +394%
IRC
254
Investors Research Corp
Georgia
$1.97M
Skandinaviska Enskilda Banken (SEB)
255
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.96M +$127K +1,602 +7%
OTL
256
Oak Thistle LLC
New York
$1.95M +$256K +3,243 +16%
BAMF
257
BI Asset Management Fondsmaeglerselskab
Denmark
$1.81M -$7.03M -89,066 -80%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$1.78M +$160K +2,030 +10%
SFS
259
Sowell Financial Services
Arkansas
$1.78M -$121K -1,537 -7%
SSA
260
Schonfeld Strategic Advisors
New York
$1.77M -$4.81M -60,837 -74%
CCM
261
Cinctive Capital Management
New York
$1.76M -$1.52M -19,285 -47%
AG
262
Ascent Group
Virginia
$1.69M -$5.13K -65 -0.3%
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$1.66M +$1.23M +15,562 +312%
X
264
Xponance
Pennsylvania
$1.64M -$48.6K -615 -3%
FCBT
265
First Citizens Bank & Trust
North Carolina
$1.63M +$1.06M +13,444 +200%
APG
266
Abacus Planning Group
South Carolina
$1.62M -$4.82K -61 -0.3%
TWC
267
TD Waterhouse Canada
Ontario, Canada
$1.62M +$1.41M +17,915 +1,009%
QCM
268
QRG Capital Management
Illinois
$1.61M +$67.3K +852 +4%
Federated Hermes
269
Federated Hermes
Pennsylvania
$1.6M +$58.8K +745 +4%
PAS
270
Point72 Asia (Singapore)
Singapore
$1.58M +$1.55M +19,581 New
MML Investors Services
271
MML Investors Services
Massachusetts
$1.58M +$79 +1 +0%
PFS
272
Prospera Financial Services
Texas
$1.53M +$860K +10,891 +136%
CC
273
Centiva Capital
New York
$1.5M +$970K +12,276 +196%
DTL
274
Dynamic Technology Lab
Singapore
$1.5M -$73.3K -928 -5%
AG
275
Algert Global
California
$1.49M -$4.04M -51,100 -73%

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.