We are live on ! Find out more
UNM icon

Unum
UNM

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: 9 → 10 (+1)

6% more funds holding

Funds holding: 682 → 725 (+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

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$317M
2
Invesco
Invesco
Georgia
+$107M
3
TCA
Teewinot Capital Advisers
New York
+$55.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$48.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$124M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$64.4M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$55M
5
Norges Bank
Norges Bank
Norway
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
526
Petra Financial Advisors
Colorado
$265K +$251K +3,252 New
PCIA
527
Prime Capital Investment Advisors
Kansas
$265K +$250K +3,247 New
CA
528
Clearstead Advisors
Ohio
$263K +$1.77K +23 +0.7%
FHA
529
Flagship Harbor Advisors
Massachusetts
$262K +$18K +233 +8%
BCM
530
Brookstone Capital Management
Illinois
$258K -$20.2K -262 -8%
RSWM
531
Robertson Stephens Wealth Management
California
$257K -$2.47K -32 -1%
Jones Financial Companies
532
Jones Financial Companies
Missouri
$254K +$71.1K +922 +41%
IPWA
533
International Private Wealth Advisors
California
$252K +$239K +3,099 New
CIBC Private Wealth Group
534
CIBC Private Wealth Group
Georgia
$252K +$6.86K +89 +3%
AWM
535
Ariadne Wealth Management
California
$251K -$12.3K -160 -5%
FCI
536
Financial Counselors Inc
Kansas
$249K -$17.8K -231 -7%
PA
537
Parallel Advisors
California
$249K -$5.24K -68 -2%
AWA
538
Aaron Wealth Advisors
Illinois
$245K +$232K +3,012 New
BPA
539
Beacon Pointe Advisors
California
$245K -$11.1K -144 -5%
KF
540
KKM Financial
Illinois
$244K – – –
BTC
541
Bank & Trust Company
Illinois
$243K – – –
PI
542
PFG Investments
New York
$241K – – –
GS
543
GWN Securities
Florida
$241K +$228K +2,960 New
FCP
544
Fidelis Capital Partners
Florida
$241K +$385 +5 +0.2%
SIC
545
Sterling Investment Counsel
New York
$240K +$227K +2,944 New
FFA
546
Fragasso Financial Advisors
Pennsylvania
$239K +$1.23K +16 +0.5%
SCM
547
Sage Capital Management
New Jersey
$239K +$1.23K +16 +0.5%
TFA
548
Toth Financial Advisory
Virginia
$238K -$25.4K -330 -10%
SW
549
SVB Wealth
Massachusetts
$234K +$6.09K +79 +3%
CIA
550
Choate Investment Advisors
Massachusetts
$230K +$217K +2,821 New
20 21
22
23 24

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.