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672 hedge funds and large institutions have $10.4B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 208 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $60.8M | Put options by funds: $41.8M

8% less funds holding

Funds holding: 734672 (-62)

8.9% less ownership

Funds ownership: 87.12%78.22% (-8.9%)

16% less capital invested

Capital invested by funds: $12.3B → $10.4B (-$1.91B)

31% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
672
Holders Change
-62
Holders Change %
-8.45%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
55
Increased
208
Reduced
302
Closed
107
Calls
$60.8M
Puts
$41.8M
Net Calls
+$19M
Net Calls Change
+$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
XF
276
XML Financial
Maryland
$1.08M -$65.6K -875 -6%
MML Investors Services
277
MML Investors Services
Massachusetts
$1.07M -$430K -5,734 -29%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$1.07M +$12.4K +165 +1%
Envestnet Asset Management
279
Envestnet Asset Management
Illinois
$1.06M -$7.44M -99,323 -88%
SOW
280
State of Wyoming
Wyoming
$1.03M +$129K +1,717 +15%
ET
281
Entropy Technologies
New York
$1.03M +$994K +13,264 New
Verition Fund Management
282
Verition Fund Management
Connecticut
$995K +$128K +1,709 +15%
AssetMark Inc
283
AssetMark Inc
California
$985K -$47.8K -638 -5%
BAM
284
BOS Asset Management
Illinois
$967K -$29.8K -398 -3%
HFM
285
Harvest Fund Management
China
$963K -$126K -1,685 -11%
CCM
286
Coldstream Capital Management
Washington
$960K -$50.9K -679 -5%
ECM
287
Evergreen Capital Management
Washington
$953K -$53.4K -712 -5%
WG
288
Winton Group
United Kingdom
$945K +$911K +12,154 New
SG Americas Securities
289
SG Americas Securities
New York
$943K +$367K +4,901 +68%
HPC
290
HM Payson & Co
Maine
$932K +$73.1K +976 +9%
Connor, Clark & Lunn Investment Management (CC&L)
291
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$931K -$95.2K -1,271 -10%
SFM
292
Signet Financial Management
New Jersey
$926K -$23.8K -318 -3%
EMPI
293
Elo Mutual Pension Insurance
Finland
$916K -$271K -3,617 -23%
SAM
294
Securian Asset Management
Minnesota
$913K -$36.1K -482 -4%
AIA
295
Affinity Investment Advisors
California
$905K -$33.5K -447 -4%
BEI
296
Benjamin Edwards Inc
Missouri
$896K +$126K +1,679 +17%
CFM
297
Catalyst Funds Management
Australia
$894K +$570K +7,600 +195%
AAP
298
Arax Advisory Partners
Colorado
$888K +$666K +8,885 +351%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$882K +$799K +10,662 +1,570%
SC
300
Savant Capital
Illinois
$881K +$3.3K +44 +0.4%

UNM Hedge Fund Activity: Q3 2025 in Review

672 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2025, worth a combined $10.4B — down 16% from $12.3B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of UNM and 55 opened new positions — a net loss of 52 holders — while 302 trimmed existing stakes and 208 added.

The largest buyer was Allianz Asset Management, adding an estimated $73.4M. The largest seller was BlackRock, cutting an estimated $65.8M.

  • 672 institutional investors held Unum (UNM) as of Q3 2025, down from 734 in Q2 2025.
  • Funds reported $10.4B of Unum stock for Q3 2025, down 16% quarter-over-quarter.
  • 55 funds opened new Unum positions in Q3 2025 and 107 closed out, a net change of -52 holders.
  • The largest Unum buyer in Q3 2025 was Allianz Asset Management, an estimated $73.4M added.
  • The largest Unum seller in Q3 2025 was BlackRock, an estimated $65.8M sold.

Based on aggregated 13F filings for Q3 2025.