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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
DADC
376
D.A. Davidson & Co
Montana
$657K -$69.1K -875 -10%
BAM
377
Belpointe Asset Management
Nevada
$653K +$64K +810 +11%
SA
378
Sanctuary Advisors
Indiana
$651K -$389K -4,921 -38%
P
379
Pitcairn
Pennsylvania
$648K -$76.2K -965 -11%
JFG
380
Jefferies Financial Group
New York
$646K -$1.12M -14,166 -64%
Baird Financial Group
381
Baird Financial Group
Wisconsin
$641K +$132K +1,666 +27%
PCG
382
Prosperity Consulting Group
Maryland
$639K -$66K -835 -10%
CB
383
Cadence Bank
Mississippi
$635K
ATPW
384
Ashton Thomas Private Wealth
Arizona
$634K +$1.58K +20 +0.3%
CAM
385
Campion Asset Management
Virginia
$630K
NP
386
NorthRock Partners
Minnesota
$628K +$76.3K +966 +14%
CL
387
Choreo LLC
Illinois
$627K +$91K +1,152 +17%
MLA
388
My Legacy Advisors
Oregon
$612K -$7.9K -100 -1%
MAS
389
Meeder Advisory Services
Ohio
$610K -$94K -1,190 -14%
HWAM
390
Hennion & Walsh Asset Management
New Jersey
$603K +$142K +1,792 +32%
SG Americas Securities
391
SG Americas Securities
New York
$583K -$214K -2,705 -27%
WA
392
Wealthstar Advisors
Texas
$569K +$80.7K +1,022 +17%
LAM
393
Lingohr Asset Management
Germany
$549K -$5.26M -66,583 -91%
CFO
394
Callan Family Office
Pennsylvania
$545K +$162K +2,048 +44%
ACM
395
Advisors Capital Management
New Jersey
$544K +$34.3K +434 +7%
RAM
396
Readystate Asset Management
Illinois
$539K +$528K +6,680 New
FHA
397
First Horizon Advisors
Tennessee
$532K -$39.5K -500 -7%
BCA
398
Bay Colony Advisors
Massachusetts
$528K -$90.2K -1,142 -15%
PG
399
Patten Group
Tennessee
$523K
BIG
400
Brooklyn Investment Group
New York
$523K +$46K +583 +10%

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.