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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
Wellington Management Group
526
Wellington Management Group
Massachusetts
$265K
NPA
527
Nichols & Pratt Advisers
Massachusetts
$264K
BWM
528
Baron Wealth Management
Michigan
$264K -$65K -823 -20%
JCM
529
Jacobi Capital Management
Pennsylvania
$263K
BTI
530
Blue Trust Inc
Georgia
$263K -$10K -127 -4%
PA
531
Profund Advisors
Maryland
$261K -$25.8K -327 -9%
FHA
532
Flagship Harbor Advisors
Massachusetts
$259K -$158 -2 -0.1%
BTC
533
Bank & Trust Company
Illinois
$259K +$16.8K +213 +7%
SAM
534
Strategy Asset Managers
California
$258K +$252K +3,191 New
VC
535
Vicus Capital
Pennsylvania
$253K +$247K +3,130 New
FFA
536
Farther Finance Advisors
California
$251K -$27.6K -350 -10%
SFA
537
Sequoia Financial Advisors
Ohio
$247K +$31.7K +401 +15%
KWM
538
Kingsman Wealth Management
Florida
$244K -$327K -4,134 -58%
NW
539
NewEdge Wealth
Pennsylvania
$243K -$4.9K -62 -2%
PA
540
Parallel Advisors
California
$243K -$3.63K -46 -2%
KF
541
KKM Financial
Illinois
$242K
PWM
542
Perigon Wealth Management
California
$241K +$15.6K +198 +7%
AA
543
Armis Advisers
Georgia
$240K +$237K +3,000 New
RSWM
544
Robertson Stephens Wealth Management
California
$239K -$16K -202 -6%
SCM
545
Sage Capital Management
New Jersey
$238K +$1.26K +16 +0.5%
FFA
546
Fragasso Financial Advisors
Pennsylvania
$238K +$1.19K +15 +0.5%
MT
547
Midwest Trust
Kansas
$237K +$232K +2,935 New
AWA
548
Aaron Wealth Advisors
Illinois
$234K -$9.08K -115 -4%
IC
549
Inscription Capital
Texas
$231K +$226K +2,857 New
TFA
550
Toth Financial Advisory
Virginia
$229K -$6.32K -80 -3%

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.