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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
ONB
326
Old National Bancorp
Indiana
$956K -$6.24K -81 -0.7%
M&T Bank
327
M&T Bank
New York
$954K -$27.5K -357 -3%
TPA
328
Trivium Point Advisory
Connecticut
$935K -$35.8K -465 -4%
IWC
329
Integrated Wealth Concepts
Massachusetts
$923K -$100K -1,303 -10%
WPC
330
Wedmont Private Capital
Pennsylvania
$920K +$78.8K +1,022 +9%
SFM
331
Signet Financial Management
New Jersey
$920K -$58.8K -763 -6%
SC
332
Savant Capital
Illinois
$915K -$2.71M -35,106 -76%
HPC
333
HM Payson & Co
Maine
$908K +$17.3K +225 +2%
DBIA
334
Dumont & Blake Investment Advisors
New Jersey
$905K -$6.17K -80 -0.7%
TAP
335
Tounjian Advisory Partners
Florida
$897K +$849K +11,018 New
FWP
336
FAS Wealth Partners
Kansas
$887K +$4.63K +60 +0.6%
GT
337
Greenleaf Trust
Michigan
$886K -$19K -247 -2%
STA
338
Summit Trail Advisors
New York
$885K +$213K +2,767 +34%
USAA
339
United Services Automobile Association
Texas
$857K
BV
340
Boxwood Ventures
Illinois
$848K
VI
341
Versor Investments
New York
$846K +$801K +10,386 New
Nomura Holdings
342
Nomura Holdings
Japan
$834K -$3.23M -41,929 -80%
OC
343
Oppenheimer & Co
New York
$828K -$813K -10,548 -51%
ETC
344
Exchange Traded Concepts
Oklahoma
$812K -$298K -3,862 -28%
SG Americas Securities
345
SG Americas Securities
New York
$809K +$126K +1,631 +20%
NG
346
Norden Group
Utah
$806K +$763K +9,893 New
CAM
347
Carret Asset Management
New York
$801K
CC
348
Callan Capital
California
$801K +$59.4K +770 +8%
Verition Fund Management
349
Verition Fund Management
Connecticut
$801K +$350K +4,539 +86%
SRL
350
Scientech Research LLC
New Jersey
$798K +$263K +3,410 +53%

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.