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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
CAM
351
Carret Asset Management
New York
$794K
PFA
352
Petra Financial Advisors
Colorado
$785K +$511K +6,464 +199%
VVP
353
Venture Visionary Partners
Ohio
$770K +$237 +3 +0%
Pacer Advisors
354
Pacer Advisors
Pennsylvania
$764K +$296K +3,745 +66%
ONB
355
Old National Bancorp
Indiana
$762K -$182K -2,299 -20%
ACM
356
Aster Capital Management
United Arab Emirates
$758K +$211K +2,668 +40%
URS
357
Utah Retirement Systems
Utah
$739K -$46K -583 -6%
IWC
358
Integrated Wealth Concepts
Massachusetts
$734K -$177K -2,241 -20%
GI
359
GAMMA Investing
California
$731K +$17.6K +223 +3%
AAS
360
Avantax Advisory Services
Texas
$731K -$36.1K -457 -5%
UCFA
361
United Capital Financial Advisors
Texas
$729K -$41.9K -530 -6%
OPA
362
Old Port Advisors
Maine
$727K -$15.8K -200 -2%
EAM
363
Erste Asset Management
Austria
$716K
Focus Partners Wealth
364
Focus Partners Wealth
Massachusetts
$714K +$285K +3,613 +69%
AG
365
AIA Group
Hong Kong
$706K -$61.4K -777 -8%
MA
366
Mutual Advisors
Nebraska
$701K -$36.9K -467 -5%
HWM
367
HB Wealth Management
Georgia
$691K -$711 -9 -0.1%
Group One Trading
368
Group One Trading
Illinois
$691K +$676K +8,554 New
AWM
369
AE Wealth Management
Kansas
$688K -$9.91M -125,457 -94%
DBIA
370
Dumont & Blake Investment Advisors
New Jersey
$687K -$206K -2,605 -23%
MSRPS
371
Maryland State Retirement & Pension System
Maryland
$685K
ZIM
372
Zacks Investment Management
Illinois
$684K -$4.87M -61,641 -88%
HIM
373
Hanlon Investment Management
New Jersey
$682K +$667K +8,446 New
GRP
374
Global Retirement Partners
California
$673K +$658K +8,337 New
P
375
&Partners
Tennessee
$672K -$6.71K -85 -1%

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.