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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
AG
451
AlTi Global
New York
$397K
SAG
452
SageView Advisory Group
California
$396K +$13.6K +172 +4%
FCM
453
FJ Capital Management
Virginia
$388K +$379K +4,799 New
PGA
454
Portland Global Advisors
Maine
$387K +$5.92K +75 +2%
AWA
455
Arkadios Wealth Advisors
Georgia
$383K +$375K +4,746 New
PFGIA
456
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$4.74K +60 +1%
SI
457
Seeds Investor
New York
$381K -$15.3K -194 -4%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$380K +$88.9K +1,125 +31%
BBHC
459
Brown Brothers Harriman & Co
New York
$377K
ECM
460
Everence Capital Management
Indiana
$377K
FIM
461
Freedom Investment Management
Connecticut
$371K -$29.4K -372 -7%
TWM
462
Tripletail Wealth Management
Florida
$368K +$419K +5,302 New
BP
463
Ballentine Partners
Massachusetts
$368K -$120K -1,519 -25%
AF
464
Allworth Financial
California
$367K +$183K +2,322 +104%
BMA
465
Brooks Moore & Associates
Tennessee
$366K -$7.9K -100 -2%
NI
466
NDVR Inc
Massachusetts
$366K +$11.5K +145 +3%
CT
467
Coastline Trust
Rhode Island
$361K
AA
468
ALPS Advisors
Colorado
$360K +$4.26K +54 +1%
NCG
469
Newport Capital Group
New Jersey
$359K
NRD
470
Nebula Research & Development
New York
$358K +$350K +4,437 New
CCA
471
Cobblestone Capital Advisors
New York
$358K
AFCM
472
Applied Finance Capital Management
Puerto Rico
$358K -$14.3K -181 -4%
KPWS
473
Kestra Private Wealth Services
Texas
$357K +$349K +4,419 New
SLAM
474
Swiss Life Asset Management
$350K +$131K +1,663 +62%
DAM
475
Delta Asset Management
Tennessee
$349K

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.