We are live on ! Find out more
UNM icon

Unum
UNM

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: 734 → 672 (-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: 7 → 4 (-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

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$73.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$45.5M
3
Two Sigma Investments
Two Sigma Investments
New York
+$36.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.1M
5
MCM
Moore Capital Management
New York
+$32.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$65.8M
2
ZIG
Zurich Insurance Group
Switzerland
-$54.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
501
Boothbay Fund Management
New York
$230K -$183K -2,446 -45%
AWM
502
Ariadne Wealth Management
California
$229K -$1.12K -15 -0.5%
CIA
503
Choate Investment Advisors
Massachusetts
$224K +$4.72K +63 +2%
CIA
504
Capital Investment Advisors
Georgia
$223K +$215K +2,872 New
AO
505
Advisor OS
Illinois
$222K +$2.32K +31 +1%
MA
506
MJP Associates
Connecticut
$222K +$2.32K +31 +1%
CAM
507
Cresset Asset Management
Illinois
$221K +$213K +2,840 New
PI
508
PFG Investments
New York
$220K – – –
RCM
509
Requisite Capital Management
Texas
$218K +$210K +2,807 New
NAM
510
NorthCrest Asset Manangement
Minnesota
$218K +$209K +2,788 New
EGM
511
Engineers Gate Manager
New York
$216K -$2.49M -33,222 -92%
GWSG
512
GPS Wealth Strategies Group
Colorado
$215K -$39.9K -532 -16%
WBC
513
West Branch Capital
Massachusetts
$211K – – –
Rafferty Asset Management
514
Rafferty Asset Management
New York
$211K -$7.19K -96 -3%
LBC
515
Leigh Baldwin & Co
New York
$209K – – –
PTC
516
Private Trust Company
Ohio
$207K – – –
SAM
517
Smartleaf Asset Management
Massachusetts
$204K -$73.4K -980 -27%
SMA
518
Seven Mile Advisory
New Jersey
$203K +$196K +2,611 New
NG
519
Norden Group
Utah
$201K -$106K -1,419 -35%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$201K +$2.32K +31 +1%
DWA
521
Dorsey Wright & Associates
California
$201K -$5.7M -76,122 -97%
TFA
522
Toth Financial Advisory
Virginia
$199K -$21.1K -281 -10%
JSAM
523
J. Safra Asset Management
New York
$182K – – –
TWC
524
TD Waterhouse Canada
Ontario, Canada
$180K -$1.3M -17,392 -88%
CG
525
Curat Global
New Hampshire
$171K – – –
19 20
21
22 23

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.