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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
AR
301
Advisory Research
Illinois
$1.19M +$3.08K +40 +0.3%
SAM
302
Shell Asset Management
Netherlands
$1.19M -$74.4K -965 -6%
MWM
303
Moran Wealth Management
Florida
$1.18M -$140K -1,817 -11%
LCM
304
Landscape Capital Management
New Jersey
$1.18M -$206K -2,673 -16%
BHCM
305
Brevan Howard Capital Management
Jersey
$1.16M +$175K +2,269 +19%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$15.3K +199 +1%
WCA
307
Westover Capital Advisors
Delaware
$1.14M -$36.7K -476 -3%
AssetMark Inc
308
AssetMark Inc
California
$1.13M -$210K -2,729 -16%
CB
309
Commerce Bank
Missouri
$1.12M -$77.1K -1,000 -7%
CG
310
Caprock Group
Idaho
$1.11M +$97.7K +1,267 +10%
PP
311
Patten & Patten
Tennessee
$1.08M -$10.8K -140 -1%
B
312
Bailard
California
$1.07M +$1.02M +13,196 New
BAM
313
BOS Asset Management
Illinois
$1.06M
SA
314
Sanctuary Advisors
Indiana
$1.06M -$221K -2,862 -18%
ECM
315
Evergreen Capital Management
Washington
$1.05M +$22.5K +292 +2%
FC
316
FORA Capital
Florida
$1.04M -$2.15M -27,838 -68%
PAS
317
Park Avenue Securities
New York
$1.04M +$25.7K +334 +3%
CCM
318
Coldstream Capital Management
Washington
$1.02M -$28.8K -373 -3%
SAM
319
Securian Asset Management
Minnesota
$1.02M -$17K -221 -2%
BCI
320
Brinker Capital Investments
Pennsylvania
$1.02M -$84.2K -1,092 -8%
OPS
321
Orion Portfolio Solutions
Nebraska
$1.02M -$84.2K -1,092 -8%
HIM
322
Hillsdale Investment Management
Ontario, Canada
$1.01M -$61.7K -800 -6%
AIA
323
Affinity Investment Advisors
California
$986K -$66.6K -864 -7%
CAU
324
Caxton Associates (UK)
$984K +$931K +12,074 New
MFG
325
Merit Financial Group
Georgia
$983K +$584K +7,574 +168%

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.