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Unum
UNM

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: 734 → 672 (-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: 7 → 4 (-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

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$73.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$45.5M
3
Two Sigma Investments
Two Sigma Investments
New York
+$36.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.1M
5
MCM
Moore Capital Management
New York
+$32.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$65.8M
2
ZIG
Zurich Insurance Group
Switzerland
-$54.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
376
CIBC Asset Management
Ontario, Canada
$466K – – –
IAMOG
377
Investors Asset Management of Georgia
Georgia
$462K +$300 +4 +0.1%
PG
378
Patten Group
Tennessee
$461K -$41.2K -550 -8%
PL
379
Plancorp LLC
Missouri
$461K -$4.27K -57 -1%
GS
380
GWN Securities
Florida
$459K +$5.25K +70 +1%
Walleye Trading
381
Walleye Trading
New York
$459K +$355K +4,742 +409%
PCM
382
Polymer Capital Management
New York
$457K +$441K +5,881 New
GT
383
Glenview Trust
Kentucky
$456K – – –
AWM
384
Aries Wealth Management
Maine
$455K – – –
CJ
385
Caitlin John
Michigan
$454K +$56.6K +755 +15%
IWM
386
IHT Wealth Management
Illinois
$453K -$599 -8 -0.1%
FHC
387
First Horizon Corporation
Tennessee
$452K +$435K +5,805 New
AI
388
Atria Investments
North Carolina
$451K -$571K -7,620 -57%
NA
389
NewEdge Advisors
Louisiana
$450K +$25.6K +341 +6%
FTWA
390
Fifth Third Wealth Advisors
Ohio
$448K +$3.52K +47 +0.8%
AFG
391
Atomi Financial Group
New York
$447K -$44.6K -595 -9%
SA
392
Sanctuary Advisors
Indiana
$447K -$173K -2,311 -29%
MIC
393
Means Investment Company
Maine
$447K +$2.02K +27 +0.5%
SCM
394
Shelton Capital Management
Colorado
$442K -$10.4K -139 -2%
Brown Advisory
395
Brown Advisory
Maryland
$442K -$57K -760 -12%
TCM
396
TD Capital Management
Tennessee
$440K – – –
GRP
397
Global Retirement Partners
California
$438K -$202K -2,702 -32%
CIBC Private Wealth Group
398
CIBC Private Wealth Group
Georgia
$437K +$68.1K +909 +19%
QC
399
Quent Capital
New York
$436K +$2.55K +34 +0.6%
LIM
400
Longfellow Investment Management
Massachusetts
$434K – – –
14 15
16
17 18

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.