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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
ZIG
26
Zurich Insurance Group
Switzerland
$78.1M -$37.2M -482,315 -33%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$77.5M +$48.7M +632,358 +202%
Adage Capital Partners
28
Adage Capital Partners
Massachusetts
$77.4M +$28.9M +375,000 +65%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$71.1M -$64.4M -835,037 -49%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$68.3M +$483K +6,271 +0.8%
Franklin Resources
31
Franklin Resources
California
$62.8M +$12.4M +160,802 +26%
UBS AM
32
UBS AM
Illinois
$60.8M +$6.4M +83,069 +13%
WP
33
Woodline Partners
California
$60.3M +$12.8M +166,287 +29%
UBS Group
34
UBS Group
Switzerland
$59.9M -$39.9M -517,639 -41%
TCA
35
Teewinot Capital Advisers
New York
$58.9M +$55.7M +722,815 New
JP Morgan Chase
36
JP Morgan Chase
New York
$58.8M +$726K +9,418 +1%
BCM
37
Boone Capital Management
Georgia
$57.1M -$7.96M -103,265 -13%
Amundi
38
Amundi
France
$55.1M +$25.8M +335,022 +93%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$54.6M -$11.2M -145,202 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$53.1M +$23.3M +302,587 +87%
Millennium Management
41
Millennium Management
New York
$52.1M -$39.3M -509,797 -44%
VF
42
Vest Financial
Virginia
$51.1M +$45.8M +593,479 +1,740%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$50.3M -$13M -168,876 -21%
BA
44
Bridgewater Associates
Connecticut
$42.5M +$14.1M +182,628 +54%
Bank of America
45
Bank of America
North Carolina
$42.3M +$12.3M +159,119 +44%
GWI
46
Grace & White Inc
New York
$40.7M
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$40.6M -$2.25M -29,191 -6%
Renaissance Technologies
48
Renaissance Technologies
New York
$37.8M +$9.9M +128,400 +38%
WCM
49
Wedge Capital Management
North Carolina
$37.6M -$10.5M -135,625 -23%
Legal & General Group
50
Legal & General Group
United Kingdom
$37.6M +$3.18M +41,223 +10%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 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.