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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
MWM
326
Moran Wealth Management
Florida
$980K -$182K -2,303 -16%
AIA
327
Affinity Investment Advisors
California
$975K -$1.74K -22 -0.2%
WPC
328
Wedmont Private Capital
Pennsylvania
$974K +$5.53K +70 +0.6%
MWPCG
329
Measured Wealth Private Client Group
New Hampshire
$972K +$187K +2,365 +24%
SOW
330
State of Wyoming
Wyoming
$935K +$334K +4,230 +58%
WLG
331
Williamson Legacy Group
Indiana
$931K +$910K +11,527 New
SC
332
Savant Capital
Illinois
$912K +$3.87K +49 +0.4%
VT
333
Vise Technologies
New York
$908K +$888K +11,242 New
FF
334
Friedenthal Financial
New Jersey
$905K +$885K +11,200 New
Verition Fund Management
335
Verition Fund Management
Connecticut
$895K +$98.6K +1,248 +13%
HPC
336
HM Payson & Co
Maine
$889K -$10.7K -136 -1%
PI
337
PineBridge Investments
New York
$889K -$1.04M -13,124 -54%
TAP
338
Tounjian Advisory Partners
Florida
$886K -$11.4K -144 -1%
FWP
339
FAS Wealth Partners
Kansas
$884K +$4.5K +57 +0.5%
M&T Bank
340
M&T Bank
New York
$874K -$70.7K -895 -8%
TPA
341
Trivium Point Advisory
Connecticut
$873K -$52.8K -668 -6%
BCI
342
Brinker Capital Investments
Pennsylvania
$849K -$154K -1,955 -16%
BV
343
Boxwood Ventures
Illinois
$841K
GT
344
Greenleaf Trust
Michigan
$832K -$45.2K -572 -5%
LAM
345
L2 Asset Management
Massachusetts
$822K +$66.6K +843 +9%
ETC
346
Exchange Traded Concepts
Oklahoma
$820K +$15.2K +192 +2%
KAS
347
Kestra Advisory Services
Texas
$810K +$179K +2,260 +29%
DG
348
DMC Group
Alabama
$804K +$133K +1,679 +20%
OC
349
Oppenheimer & Co
New York
$801K -$19.5K -247 -2%
BEI
350
Benjamin Edwards Inc
Missouri
$795K +$28.8K +365 +4%

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.