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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
WF
501
Welch & Forbes
Massachusetts
$288K -$1.19K -15 -0.4%
VFA
502
Valeo Financial Advisors
Indiana
$288K -$632 -8 -0.2%
ST
503
Spinnaker Trust
Maine
$284K
MCM
504
Manchester Capital Management
Vermont
$283K +$196K +2,477 +240%
CA
505
Clearstead Advisors
Ohio
$282K +$21K +266 +8%
HDIM
506
Hanson & Doremus Investment Management
Vermont
$281K
CWM
507
Challenger Wealth Management
California
$281K +$237 +3 +0.1%
Simplex Trading
508
Simplex Trading
Illinois
$279K -$100K -1,270 -27%
SRC
509
Sage Rhino Capital
California
$277K -$3.87K -49 -1%
AWM
510
Axxcess Wealth Management
California
$274K +$268K +3,399 New
BMWM
511
Brown Miller Wealth Management
Virginia
$274K +$268K +3,399 New
SC
512
Syon Capital
California
$274K +$268K +3,391 New
BJL
513
Brighton Jones LLC
Washington
$272K +$6.56K +83 +3%
DT
514
Diversified Trust
Tennessee
$272K -$1.26M -15,908 -83%
GWMR
515
GC Wealth Management RIA
Massachusetts
$271K +$265K +3,357 New
LSIA
516
LaSalle St. Investment Advisors
Illinois
$271K +$266K +3,362 New
GWM
517
Geneos Wealth Management
Colorado
$271K -$448K -5,673 -63%
EW
518
Elyxium Wealth
California
$270K +$3.08K +39 +1%
OIA
519
OneDigital Investment Advisors
Kansas
$270K -$24.7K -313 -9%
TSS
520
Two Sigma Securities
New York
$269K +$263K +3,331 New
KAS
521
KPP Advisory Services
Kentucky
$268K
SG
522
StoneX Group
New York
$267K -$124K -1,564 -32%
GWSG
523
GPS Wealth Strategies Group
Colorado
$267K -$34.3K -434 -12%
CS
524
Capital Square
Tennessee
$266K
EB
525
Eastern Bank
Massachusetts
$266K -$39.8K -504 -13%

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.