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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
CL
301
CSS LLC
Illinois
$1.16M +$398K +5,040 +54%
CB
302
Commerce Bank
Missouri
$1.14M +$33.3K +421 +3%
WCA
303
Westover Capital Advisors
Delaware
$1.13M -$711 -9 -0.1%
TI
304
Tidal Investments
Wisconsin
$1.13M -$59.6K -754 -5%
NEI
305
Northwest & Ethical Investments
Ontario, Canada
$1.13M -$371K -4,700 -25%
HFM
306
Harvest Fund Management
China
$1.1M -$920K -11,647 -44%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$1.09M +$1.07M +13,544 New
AI
308
Atria Investments
North Carolina
$1.08M +$687K +8,697 +184%
KP
309
Keel Point
Alabama
$1.08M +$1.06M +13,417 New
AssetMark Inc
310
AssetMark Inc
California
$1.07M -$40K -506 -4%
Connor, Clark & Lunn Investment Management (CC&L)
311
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M +$419K +5,310 +67%
JF
312
JSF Financial
California
$1.06M +$1.04M +13,148 New
PP
313
Patten & Patten
Tennessee
$1.06M -$9.87K -125 -0.9%
CCM
314
Coldstream Capital Management
Washington
$1.05M +$40.1K +508 +4%
PD
315
Point72 (DIFC)
United Arab Emirates
$1.05M +$587K +7,428 +134%
ECM
316
Evergreen Capital Management
Washington
$1.05M +$10.5K +133 +1%
BAM
317
BOS Asset Management
Illinois
$1.04M -$15.8K -200 -2%
B
318
Bailard
California
$1.04M -$29.3K -371 -3%
PAS
319
Park Avenue Securities
New York
$1.02M -$15.4K -195 -2%
CSS
320
Cubist Systematic Strategies
Connecticut
$1.02M +$996K +12,613 New
SAM
321
Shell Asset Management
Netherlands
$1M -$170K -2,157 -15%
MFG
322
Merit Financial Group
Georgia
$998K +$22.4K +284 +2%
HIM
323
Hillsdale Investment Management
Ontario, Canada
$989K -$15.8K -200 -2%
SFM
324
Signet Financial Management
New Jersey
$987K +$73.5K +931 +8%
SAM
325
Securian Asset Management
Minnesota
$987K -$20.8K -263 -2%

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.