We are live on ! Find out more

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
JWCA
401
J.W. Cole Advisors
Florida
$431K -$64.7K -864 -13%
GLA
402
Great Lakes Advisors
Illinois
$427K -$33.1K -442 -7%
CAG
403
Csenge Advisory Group
Florida
$426K -$57.9K -773 -12%
Skandinaviska Enskilda Banken (SEB)
404
Skandinaviska Enskilda Banken (SEB)
Sweden
$423K -$1.41M -18,828 -78%
FA
405
Fountainhead AM
New Jersey
$420K -$11.5K -153 -3%
Lido Advisors
406
Lido Advisors
California
$418K -$29.4K -393 -7%
WS
407
Wedbush Securities
California
$416K -$63.5K -847 -14%
MWPCG
408
Measured Wealth Private Client Group
New Hampshire
$415K -$502K -6,698 -56%
BJL
409
Brighton Jones LLC
Washington
$413K +$146K +1,945 +58%
TWM
410
Tripletail Wealth Management
Florida
$412K -$7.94K -106 -2%
Credit Agricole
411
Credit Agricole
France
$411K +$396K +5,286 New
N
412
Numerai
California
$410K +$395K +5,267 New
SAM
413
Shell Asset Management
Netherlands
$407K -$537K -7,165 -58%
PCA
414
Pallas Capital Advisors
Massachusetts
$399K -$5.54K -74 -1%
BMA
415
Brooks Moore & Associates
Tennessee
$397K
KWM
416
Kingsview Wealth Management
Oregon
$395K -$2.3M -30,628 -86%
VCM
417
Voleon Capital Management
California
$394K +$379K +5,061 New
AF
418
Allworth Financial
California
$392K +$36.3K +485 +11%
William Blair & Company
419
William Blair & Company
Illinois
$389K -$40.5K -541 -10%
AG
420
AlTi Global
New York
$387K +$4.2K +56 +1%
AWA
421
Arkadios Wealth Advisors
Georgia
$385K +$15.3K +204 +4%
KBC Group
422
KBC Group
Belgium
$380K +$56.8K +758 +18%
TC
423
TownSquare Capital
Utah
$379K -$107K -1,425 -23%
SAG
424
SageView Advisory Group
California
$379K -$6.14K -82 -2%
EWM
425
Empirical Wealth Management
Washington
$376K +$362K +4,833 New

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.