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
CA
451
Clearstead Advisors
Ohio
$314K +$40.5K +540 +15%
AL
452
Arnhold LLC
New York
$311K
SC
453
Schulhoff & Co
Ohio
$311K
PWM
454
Paulson Wealth Management
Illinois
$310K
FMI
455
F/M Investments
District of Columbia
$306K -$8.54K -114 -3%
DT
456
Diversified Trust
Tennessee
$304K +$41.2K +550 +16%
KF
457
Krilogy Financial
Missouri
$304K +$297K +3,960 New
PP
458
Prudential plc
United Kingdom
$301K
SI
459
Seeds Investor
New York
$299K -$65.9K -879 -19%
AWM
460
Apollon Wealth Management
South Carolina
$296K -$7.34K -98 -3%
GRQ
461
Gardner Russo & Quinn
Pennsylvania
$296K
UB
462
UMB Bank
Missouri
$295K -$16.7K -223 -6%
MC
463
Moors & Cabot
Massachusetts
$295K
XT
464
XTX Topco
Cayman Islands
$292K +$281K +3,752 New
CWM
465
Centurion Wealth Management
Virginia
$292K +$281K +3,750 New
FPAS
466
Focus Partners Advisor Solutions
Missouri
$287K +$277K +3,701 New
AFCM
467
Applied Finance Capital Management
Puerto Rico
$285K -$57.2K -763 -17%
MYAM
468
Meiji Yasuda Asset Management
Japan
$283K -$15.4K -206 -5%
WF
469
Welch & Forbes
Massachusetts
$278K
VFA
470
Valeo Financial Advisors
Indiana
$276K -$1.27K -17 -0.5%
ST
471
Spinnaker Trust
Maine
$273K
NW
472
NewEdge Wealth
Pennsylvania
$273K
PA
473
Profund Advisors
Maryland
$272K +$20.1K +268 +8%
Capstone Investment Advisors
474
Capstone Investment Advisors
New York
$271K -$189K -2,521 -42%
HDIM
475
Hanson & Doremus Investment Management
Vermont
$271K

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.