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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: 734672 (-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: 74 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$171K -$35K -467 -18%
Nomura Asset Management
527
Nomura Asset Management
Japan
$162K
EWA
528
EverSource Wealth Advisors
Alabama
$161K +$16K +213 +12%
BNP Paribas Asset Management
529
BNP Paribas Asset Management
France
$157K +$4.2K +56 +3%
NECFA
530
New England Capital Financial Advisors
Connecticut
$148K
AUB
531
Atlantic Union Bankshares
Virginia
$148K +$142K +1,900 New
WANY
532
Wealthspire Advisors (New York)
New York
$144K -$62.2K -830 -31%
AA
533
Addison Advisors
Vermont
$128K -$1.65K -22 -1%
RFS
534
Richardson Financial Services
Massachusetts
$120K -$10.9K -145 -9%
C
535
Covestor
United Kingdom
$119K +$8.47K +113 +8%
CAL
536
Capital Analysts LLC
Pennsylvania
$116K +$749 +10 +0.7%
WA
537
Westfuller Advisors
New York
$111K +$107K +1,427 New
ACM
538
Aster Capital Management
United Arab Emirates
$110K -$597K -7,969 -85%
SPIA
539
Steward Partners Investment Advisory
New York
$110K +$30.6K +409 +41%
O
540
Ossiam
France
$101K -$42.5K -567 -30%
WA
541
WPG Advisers
Maryland
$101K -$2.32K -31 -2%
EP
542
Essential Partners
California
$97.8K +$77.1K +1,029 +451%
WTC
543
WhitTier Trust Company
Nevada
$93.1K
HFS
544
Hantz Financial Services
Michigan
$93K +$46.2K +617 +107%
QL
545
Quarry LP
New York
$92.1K -$88.3K -1,178 -50%
SS
546
SBI Securities
Japan
$91K +$3K +40 +4%
PG
547
Proffitt & Goodson
Tennessee
$89.8K -$150 -2 -0.2%
CPG
548
Cornerstone Planning Group
New Jersey
$89K +$180K +2,403 +12,647%
CFO
549
CVA Family Office
Colorado
$84.8K -$525 -7 -0.6%
National Bank of Canada
550
National Bank of Canada
Quebec, Canada
$84.3K +$4.95K +66 +6%

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.