We are live on ! Find out more

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
AWM
426
Aries Wealth Management
Maine
$472K
GS
427
GWN Securities
Florida
$472K +$226K +2,860 +97%
IWM
428
IHT Wealth Management
Illinois
$471K -$13K -164 -3%
SCM
429
Shelton Capital Management
Colorado
$471K -$16.2K -205 -3%
AAM
430
Advisors Asset Management
Colorado
$469K +$6.16K +78 +1%
NWAG
431
Net Worth Advisory Group
Utah
$468K +$24.2K +307 +6%
Lido Advisors
432
Lido Advisors
California
$466K -$6.32K -80 -1%
LSA
433
Lion Street Advisors
Texas
$464K
MIC
434
Means Investment Company
Maine
$462K +$20.3K +257 +5%
FTWA
435
Fifth Third Wealth Advisors
Ohio
$462K +$1.19K +15 +0.3%
Jones Financial Companies
436
Jones Financial Companies
Missouri
$457K +$198K +2,501 +79%
TCM
437
TD Capital Management
Tennessee
$457K
GCM
438
Genus Capital Management
British Columbia, Canada
$452K
LIM
439
Longfellow Investment Management
Massachusetts
$450K
QC
440
Quent Capital
New York
$450K -$68.7K -870 -14%
FA
441
Fountainhead AM
New Jersey
$448K +$44.7K +566 +11%
William Blair & Company
442
William Blair & Company
Illinois
$447K +$41.9K +531 +11%
NA
443
NewEdge Advisors
Louisiana
$439K +$9.79K +124 +2%
TRCT
444
Tower Research Capital (TRC)
New York
$439K -$277K -3,513 -39%
BFM
445
Boothbay Fund Management
New York
$436K +$91.1K +1,153 +27%
CIM
446
Cambria Investment Management
California
$433K -$11.8K -149 -3%
PCA
447
Pallas Capital Advisors
Massachusetts
$421K +$4.58K +58 +1%
QC
448
Quantessence Capital
New York
$411K +$402K +5,093 New
CJ
449
Caitlin John
Michigan
$411K -$43.9K -556 -10%
FC
450
Farringdon Capital
United Kingdom
$397K +$388K +4,918 New

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.