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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
LSA
426
Lion Street Advisors
Texas
$468K
AFG
427
Atomi Financial Group
New York
$468K +$94.4K +1,224 +27%
AAM
428
Advisors Asset Management
Colorado
$467K +$68.1K +884 +18%
CPIG
429
Chicago Partners Investment Group
Illinois
$465K +$30.5K +395 +7%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$465K -$1.49M -19,332 -77%
FTWA
431
Fifth Third Wealth Advisors
Ohio
$465K +$1.54K +20 +0.4%
Brown Advisory
432
Brown Advisory
Maryland
$464K -$27.3K -354 -6%
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$462K +$437K +5,670 New
TCM
434
TD Capital Management
Tennessee
$461K +$436K +5,657 New
CJ
435
Caitlin John
Michigan
$459K -$96.1K -1,246 -18%
GCM
436
Genus Capital Management
British Columbia, Canada
$456K +$431K +5,595 New
LIM
437
Longfellow Investment Management
Massachusetts
$454K +$430K +5,576 New
PD
438
Point72 (DIFC)
United Arab Emirates
$452K +$427K +5,543 New
CIM
439
Cambria Investment Management
California
$449K +$425K +5,514 New
NWAG
440
Net Worth Advisory Group
Utah
$447K +$8.56K +111 +2%
MIC
441
Means Investment Company
Maine
$445K -$97.9K -1,270 -19%
S
442
SharpePoint
Arizona
$436K
Flossbach Von Storch
443
Flossbach Von Storch
Germany
$434K +$411K +5,325 New
NA
444
NewEdge Advisors
Louisiana
$433K -$53.8K -698 -12%
PCMC
445
Paragon Capital Management (Colorado)
Colorado
$427K +$2.16K +28 +0.5%
Focus Partners Wealth
446
Focus Partners Wealth
Massachusetts
$426K +$4.47K +58 +1%
BMA
447
Brooks Moore & Associates
Tennessee
$423K
PCA
448
Pallas Capital Advisors
Massachusetts
$420K +$51.3K +666 +15%
LA
449
Lane & Associates
New Jersey
$408K -$9.95K -129 -3%
William Blair & Company
450
William Blair & Company
Illinois
$408K -$20.4K -264 -5%

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.