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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
Brown Advisory
401
Brown Advisory
Maryland
$520K +$59.5K +753 +13%
JWCA
402
J.W. Cole Advisors
Florida
$517K +$38.3K +485 +8%
FFM
403
Forum Financial Management
Illinois
$516K +$7.74K +98 +2%
AFG
404
Atomi Financial Group
New York
$512K +$46.9K +594 +10%
RFC
405
Regions Financial Corp
Alabama
$511K
REMPR
406
Roof Eidam Maycock Peralta (REMP)
California
$511K +$6.56K +83 +1%
CAG
407
Csenge Advisory Group
Florida
$511K -$17.1K -216 -3%
TC
408
TownSquare Capital
Utah
$509K -$1.46M -18,480 -75%
Aviva
409
Aviva
United Kingdom
$507K +$496K +6,281 New
DWT
410
Dorsey & Whitney Trust
South Dakota
$503K -$62.6K -792 -11%
QCG
411
Quadrant Capital Group
Ohio
$501K +$11.1K +140 +2%
PA
412
Prossimo Advisors
California
$501K -$10.5K -133 -2%
WS
413
Wedbush Securities
California
$501K +$6.48K +82 +1%
1C
414
111 Capital
France
$497K -$1.1M -13,887 -69%
JWCA
415
J.W. Coons Advisors
Ohio
$495K -$12.2K -155 -2%
MWC
416
MBM Wealth Consultants
Missouri
$493K +$3.48K +44 +0.7%
CPIG
417
Chicago Partners Investment Group
Illinois
$493K +$26.1K +330 +6%
SC
418
SummitTX Capital
Texas
$486K +$83.2K +1,054 +21%
Capstone Investment Advisors
419
Capstone Investment Advisors
New York
$485K +$475K +6,011 New
CIBC Asset Management
420
CIBC Asset Management
Ontario, Canada
$484K
PL
421
Plancorp LLC
Missouri
$483K +$5.45K +69 +1%
GLA
422
Great Lakes Advisors
Illinois
$479K -$31.2K -395 -6%
IAMOG
423
Investors Asset Management of Georgia
Georgia
$479K +$316 +4 +0.1%
GT
424
Glenview Trust
Kentucky
$473K
BMCM
425
Burns Matteson Capital Management
New York
$473K -$23.9K -303 -5%

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.