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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
OIA
501
OneDigital Investment Advisors
Kansas
$298K +$282K +3,656 New
NW
502
NewEdge Wealth
Pennsylvania
$294K -$11.6K -150 -4%
WF
503
Welch & Forbes
Massachusetts
$292K
VFA
504
Valeo Financial Advisors
Indiana
$291K +$771 +10 +0.3%
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$290K +$10.5K +136 +4%
PA
506
Profund Advisors
Maryland
$290K -$22K -286 -7%
ST
507
Spinnaker Trust
Maine
$286K -$10.8K -140 -4%
SPC
508
Sigma Planning Corp
Michigan
$286K -$60.4K -784 -18%
EWA
509
EP Wealth Advisors
California
$285K -$37.3K -484 -12%
JF
510
Jump Financial
Illinois
$285K -$1.43M -18,525 -84%
DO
511
denkapparat Operations
Germany
$284K +$269K +3,490 New
FFA
512
Farther Finance Advisors
California
$283K +$66.1K +858 +33%
HDIM
513
Hanson & Doremus Investment Management
Vermont
$283K
SRC
514
Sage Rhino Capital
California
$283K -$4.78K -62 -2%
CWM
515
Challenger Wealth Management
California
$283K -$4.32K -56 -2%
MA
516
Montag & Associates
Georgia
$278K
BTI
517
Blue Trust Inc
Georgia
$275K -$18.3K -237 -7%
CS
518
Capital Square
Tennessee
$271K +$77 +1 +0%
KAS
519
KPP Advisory Services
Kentucky
$270K -$3.85K -50 -1%
EW
520
Elyxium Wealth
California
$269K +$255K +3,305 New
BJL
521
Brighton Jones LLC
Washington
$268K -$7.63K -99 -3%
Wellington Management Group
522
Wellington Management Group
Massachusetts
$267K
NPA
523
Nichols & Pratt Advisers
Massachusetts
$266K
GCP
524
GSA Capital Partners
United Kingdom
$266K +$252K +3,268 New
JCM
525
Jacobi Capital Management
Pennsylvania
$266K

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.