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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
YIH
451
Y-Intercept (HK)
Hong Kong
$408K -$629K -8,155 -62%
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$407K -$38.2K -496 -9%
FA
453
Fountainhead AM
New Jersey
$406K +$2.08K +27 +0.5%
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$405K -$7.12M -92,380 -95%
FIM
455
Freedom Investment Management
Connecticut
$404K -$1.08K -14 -0.3%
SC
456
SummitTX Capital
Texas
$404K +$382K +4,959 New
AG
457
AlTi Global
New York
$400K +$771 +10 +0.2%
SI
458
Seeds Investor
New York
$400K +$39.5K +513 +12%
SG
459
StoneX Group
New York
$397K -$9.56K -124 -2%
KWM
460
Kingsview Wealth Management
Oregon
$394K -$10.5K -136 -3%
SAG
461
SageView Advisory Group
California
$389K +$26.1K +339 +8%
Simplex Trading
462
Simplex Trading
Illinois
$385K -$568K -7,371 -61%
PGA
463
Portland Global Advisors
Maine
$385K
AI
464
Atria Investments
North Carolina
$385K -$18.3K -237 -5%
MG
465
Mather Group
Illinois
$385K -$21.9K -284 -6%
CFO
466
Callan Family Office
Pennsylvania
$383K +$45.6K +592 +14%
CWA
467
Centennial Wealth Advisory
Michigan
$382K +$362K +4,694 New
BBHC
468
Brown Brothers Harriman & Co
New York
$380K
FFP
469
FourThought Financial Partners
Florida
$380K
ECM
470
Everence Capital Management
Indiana
$380K
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$379K +$1.31K +17 +0.4%
AFCM
472
Applied Finance Capital Management
Puerto Rico
$375K +$5.55K +72 +2%
CT
473
Coastline Trust
Rhode Island
$364K
NCG
474
Newport Capital Group
New Jersey
$362K +$1.85K +24 +0.5%
CCA
475
Cobblestone Capital Advisors
New York
$361K -$2.47K -32 -0.7%

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.