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
PGA
426
Portland Global Advisors
Maine
$373K
QCG
427
Quadrant Capital Group
Ohio
$366K -$113K -1,502 -24%
ECM
428
Everence Capital Management
Indiana
$363K
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$6K -80 -2%
PWM
430
Perigon Wealth Management
California
$353K +$116K +1,548 +52%
BP
431
Ballentine Partners
Massachusetts
$352K -$2.02K -27 -0.6%
SC
432
Syon Capital
California
$349K +$81.8K +1,092 +32%
AAM
433
Advisors Asset Management
Colorado
$349K -$99.4K -1,326 -23%
KPWS
434
Kestra Private Wealth Services
Texas
$348K +$4.5K +60 +1%
CT
435
Coastline Trust
Rhode Island
$348K
NCG
436
Newport Capital Group
New Jersey
$346K
Grantham, Mayo, Van Otterloo & Co (GMO)
437
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$345K -$4.95M -66,024 -94%
CCA
438
Cobblestone Capital Advisors
New York
$345K
FFP
439
FourThought Financial Partners
Florida
$337K +$8.09K +108 +3%
BBHC
440
Brown Brothers Harriman & Co
New York
$337K -$24.9K -332 -7%
DAM
441
Delta Asset Management
Tennessee
$336K
NWAG
442
Net Worth Advisory Group
Utah
$336K -$110K -1,473 -25%
NI
443
NDVR Inc
Massachusetts
$335K -$16K -214 -5%
P
444
Pitcairn
Pennsylvania
$335K -$279K -3,717 -46%
EMAM
445
Encompass More Asset Management
California
$330K +$318K +4,249 New
WIA
446
Wetzel Investment Advisors
Indiana
$326K
1C
447
111 Capital
France
$321K -$152K -2,031 -33%
SG
448
StoneX Group
New York
$320K +$60.4K +806 +24%
MG
449
Mather Group
Illinois
$316K
SO
450
STRS Ohio
Ohio
$314K -$3.02M -40,318 -91%

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.