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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
TRCT
351
Tower Research Capital (TRC)
New York
$609K +$179K +2,391 +44%
HWAM
352
Hennion & Walsh Asset Management
New Jersey
$605K +$24.1K +321 +4%
ZIM
353
Zacks Investment Management
Illinois
$603K -$54K -721 -9%
CL
354
Choreo LLC
Illinois
$599K -$5.02K -67 -0.9%
SLAM
355
Swiss Life Asset Management
$594K +$247K +3,299 +76%
MAS
356
Meeder Advisory Services
Ohio
$593K +$6K +80 +1%
CAM
357
Campion Asset Management
Virginia
$592K -$14.6K -195 -3%
CB
358
Cadence Bank
Mississippi
$564K -$46.2K -617 -8%
Aviva
359
Aviva
United Kingdom
$562K +$70.5K +941 +15%
Baird Financial Group
360
Baird Financial Group
Wisconsin
$560K -$55.7K -743 -9%
GWMR
361
GC Wealth Management RIA
Massachusetts
$548K +$276K +3,686 +110%
IA
362
IFP Advisors
Florida
$526K +$410K +5,476 +426%
CIM
363
Cambria Investment Management
California
$522K +$100K +1,341 +25%
SC
364
SummitTX Capital
Texas
$521K +$50.9K +679 +11%
BIG
365
Brooklyn Investment Group
New York
$517K -$3.67K -49 -0.8%
BCA
366
Bay Colony Advisors
Massachusetts
$515K +$5.47K +73 +1%
WA
367
Wealthstar Advisors
Texas
$512K -$34.8K -464 -7%
ACM
368
Advisors Capital Management
New Jersey
$503K -$20.9K -279 -4%
CFO
369
Callan Family Office
Pennsylvania
$497K -$27.1K -362 -5%
P
370
&Partners
Tennessee
$495K -$146K -1,952 -23%
MWC
371
MBM Wealth Consultants
Missouri
$494K +$17.8K +237 +4%
FFM
372
Forum Financial Management
Illinois
$490K -$7.19K -96 -2%
RFC
373
Regions Financial Corp
Alabama
$489K -$2.77K -37 -0.6%
DWT
374
Dorsey & Whitney Trust
South Dakota
$485K
A
375
AlphaQuest
New York
$481K -$889K -11,858 -66%

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.