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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
OIA
476
OneDigital Investment Advisors
Kansas
$271K +$10.6K +141 +4%
SRC
477
Sage Rhino Capital
California
$267K +$375 +5 +0.1%
BC
478
Bayforest Capital
United Kingdom
$266K +$256K +3,422 New
FFA
479
Farther Finance Advisors
California
$265K +$22.3K +297 +10%
LSIA
480
LaSalle St. Investment Advisors
Illinois
$261K
CS
481
Capital Square
Tennessee
$259K +$75 +1 +0%
EB
482
Eastern Bank
Massachusetts
$257K
LSA
483
Lion Street Advisors
Texas
$256K +$324K +4,319 +75%
EW
484
Elyxium Wealth
California
$255K -$4.57K -61 -2%
NPA
485
Nichols & Pratt Advisers
Massachusetts
$254K
BFG
486
Beacon Financial Group
Texas
$253K -$72.5K -967 -23%
SPC
487
Sigma Planning Corp
Michigan
$251K -$34.8K -465 -13%
KAS
488
KPP Advisory Services
Kentucky
$250K -$7.49K -100 -3%
BTI
489
Blue Trust Inc
Georgia
$250K -$2.85K -38 -1%
BTC
490
Bank & Trust Company
Illinois
$249K
CGL
491
Clarius Group LLC
Washington
$247K -$64.8K -865 -21%
MT
492
Midwest Trust
Kansas
$246K +$17.5K +233 +8%
RIL
493
Rothschild Investment LLC
Illinois
$244K +$219K +2,916 +1,332%
FHA
494
Flagship Harbor Advisors
Massachusetts
$241K -$8.69K -116 -4%
FCP
495
Fidelis Capital Partners
Florida
$239K -$974 -13 -0.4%
JCM
496
Jacobi Capital Management
Pennsylvania
$234K -$18.7K -250 -8%
PD
497
Point72 (DIFC)
United Arab Emirates
$233K -$748K -9,980 -77%
PA
498
Parallel Advisors
California
$232K -$1.57K -21 -0.7%
SCM
499
Sage Capital Management
New Jersey
$231K +$1.42K +19 +0.6%
GWM
500
GDS Wealth Management
Texas
$231K +$222K +2,967 New

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.