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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
URS
351
Utah Retirement Systems
Utah
$793K -$13K -169 -2%
MWPCG
352
Measured Wealth Private Client Group
New Hampshire
$788K +$184K +2,392 +33%
UCFA
353
United Capital Financial Advisors
Texas
$779K -$65.4K -848 -8%
VVP
354
Venture Visionary Partners
Ohio
$777K +$154 +2 +0%
AG
355
AIA Group
Hong Kong
$775K -$40.4K -524 -5%
AAS
356
Avantax Advisory Services
Texas
$775K +$22K +285 +3%
BEI
357
Benjamin Edwards Inc
Missouri
$772K +$39.4K +511 +6%
LAM
358
L2 Asset Management
Massachusetts
$761K +$720K +9,338 New
CL
359
CSS LLC
Illinois
$757K +$336K +4,354 +88%
OPA
360
Old Port Advisors
Maine
$749K -$4.24K -55 -0.6%
GWM
361
Geneos Wealth Management
Colorado
$735K +$463K +6,002 +199%
DADC
362
D.A. Davidson & Co
Montana
$734K -$822K -10,666 -54%
P
363
Pitcairn
Pennsylvania
$732K -$16.3K -211 -2%
TRCT
364
Tower Research Capital (TRC)
New York
$729K -$334K -4,337 -33%
GI
365
GAMMA Investing
California
$720K +$72.5K +941 +12%
MA
366
Mutual Advisors
Nebraska
$718K -$130K -1,686 -16%
PCG
367
Prosperity Consulting Group
Maryland
$713K -$83.6K -1,085 -11%
EAM
368
Erste Asset Management
Austria
$712K
MAS
369
Meeder Advisory Services
Ohio
$712K -$5.47K -71 -0.8%
DZ Bank
370
DZ Bank
Germany
$698K +$270K +3,503 +69%
HWM
371
HB Wealth Management
Georgia
$698K +$203K +2,637 +44%
MSRPS
372
Maryland State Retirement & Pension System
Maryland
$691K -$134K -1,737 -17%
P
373
&Partners
Tennessee
$676K -$13.9K -180 -2%
DG
374
DMC Group
Alabama
$674K +$90.2K +1,170 +16%
PFS
375
Prospera Financial Services
Texas
$654K +$619K +8,033 New

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.