We are live on ! Find out more

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
WPC
301
Wedmont Private Capital
Pennsylvania
$879K -$79.1K -1,055 -9%
KP
302
Keel Point
Alabama
$875K -$162K -2,165 -16%
PP
303
Patten & Patten
Tennessee
$862K -$150K -2,000 -15%
FWP
304
FAS Wealth Partners
Kansas
$857K +$5.32K +71 +0.6%
DG
305
DMC Group
Alabama
$852K +$75.4K +1,006 +10%
PAS
306
Park Avenue Securities
New York
$847K -$129K -1,725 -14%
TI
307
Tidal Investments
Wisconsin
$847K -$235K -3,132 -22%
PI
308
PineBridge Investments
New York
$840K -$15.4K -205 -2%
TPA
309
Trivium Point Advisory
Connecticut
$825K -$15.4K -205 -2%
QCM
310
QRG Capital Management
Illinois
$820K -$703K -9,378 -47%
SCM
311
Sterling Capital Management
North Carolina
$813K -$1.28M -17,085 -62%
BV
312
Boxwood Ventures
Illinois
$810K
FC
313
Farringdon Capital
United Kingdom
$807K +$409K +5,455 +111%
LAM
314
L2 Asset Management
Massachusetts
$792K -$300 -4 -0%
CL
315
CSS LLC
Illinois
$789K -$315K -4,200 -29%
BHCM
316
Brevan Howard Capital Management
Jersey
$786K -$3.38M -45,104 -82%
GT
317
Greenleaf Trust
Michigan
$782K -$18.8K -251 -2%
PAG
318
Private Advisor Group
New Jersey
$770K -$1.73M -23,090 -70%
M&T Bank
319
M&T Bank
New York
$760K -$79.5K -1,061 -10%
CAM
320
Carret Asset Management
New York
$757K -$7.49K -100 -1%
HWM
321
HB Wealth Management
Georgia
$756K +$87.2K +1,163 +14%
AG
322
AIA Group
Hong Kong
$755K +$72.5K +968 +11%
OC
323
Oppenheimer & Co
New York
$752K -$19K -253 -3%
IWC
324
Integrated Wealth Concepts
Massachusetts
$751K +$42.1K +562 +6%
CPIG
325
Chicago Partners Investment Group
Illinois
$749K +$294K +3,923 +64%

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.