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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
CAM
401
Cresset Asset Management
Illinois
$516K -$127K -1,644 -21%
RFC
402
Regions Financial Corp
Alabama
$515K
ACM
403
Advisors Capital Management
New Jersey
$514K +$10.5K +136 +2%
FFM
404
Forum Financial Management
Illinois
$513K +$154 +2 +0%
JWCA
405
J.W. Coons Advisors
Ohio
$512K +$2.39K +31 +0.5%
Baird Financial Group
406
Baird Financial Group
Wisconsin
$511K -$69.1K -896 -12%
CC
407
Centiva Capital
New York
$510K +$483K +6,261 New
REMPR
408
Roof Eidam Maycock Peralta (REMP)
California
$508K +$263K +3,410 +120%
BMCM
409
Burns Matteson Capital Management
New York
$502K +$475K +6,165 New
WS
410
Wedbush Securities
California
$498K +$59.4K +771 +14%
BP
411
Ballentine Partners
Massachusetts
$494K -$63.4K -823 -12%
QCG
412
Quadrant Capital Group
Ohio
$494K +$147K +1,905 +46%
MWC
413
MBM Wealth Consultants
Missouri
$494K +$36.2K +470 +8%
SCM
414
Shelton Capital Management
Colorado
$491K -$32.1K -417 -6%
WA
415
Wealthstar Advisors
Texas
$491K +$465K +6,027 New
CAG
416
Csenge Advisory Group
Florida
$490K -$1.7K -22 -0.3%
IWM
417
IHT Wealth Management
Illinois
$488K +$4.55K +59 +1%
CIBC Asset Management
418
CIBC Asset Management
Ontario, Canada
$488K +$11.9K +155 +3%
IAMOG
419
Investors Asset Management of Georgia
Georgia
$483K -$22.2K -288 -5%
JWCA
420
J.W. Cole Advisors
Florida
$482K -$54.6K -708 -11%
PL
421
Plancorp LLC
Missouri
$481K +$456K +5,910 New
BIG
422
Brooklyn Investment Group
New York
$480K -$12.9K -167 -3%
GT
423
Glenview Trust
Kentucky
$478K
Lido Advisors
424
Lido Advisors
California
$476K +$41.3K +536 +10%
AWM
425
Aries Wealth Management
Maine
$476K

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.