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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: 910 (+1)

6% more funds holding

Funds holding: 682725 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
551
Koshinski Asset Management
Illinois
$230K +$217K +2,820 New
Rafferty Asset Management
552
Rafferty Asset Management
New York
$229K -$78.6K -1,020 -27%
AO
553
Advisor OS
Illinois
$228K +$3.93K +51 +2%
MA
554
MJP Associates
Connecticut
$228K +$3.93K +51 +2%
LBC
555
Leigh Baldwin & Co
New York
$228K -$13.5K -175 -6%
PWM
556
Perigon Wealth Management
California
$227K +$215K +2,789 New
PTC
557
Private Trust Company
Ohio
$225K +$14.4K +187 +7%
WBC
558
West Branch Capital
Massachusetts
$221K
SLAM
559
Swiss Life Asset Management
$218K +$206K +2,677 New
SFA
560
Sequoia Financial Advisors
Ohio
$216K +$205K +2,655 New
A
561
AlphaQuest
New York
$212K -$302K -3,921 -60%
HAG
562
HighPoint Advisor Group
Illinois
$211K +$205K +2,664 New
CPSC
563
Carl P. Sherr & Co
Massachusetts
$209K +$197K +2,560 New
GM
564
GeoWealth Management
Illinois
$208K -$4.63K -60 -2%
PCP
565
Proficio Capital Partners
Massachusetts
$207K +$196K +2,545 New
VCM
566
Versant Capital Management
Arizona
$207K +$137K +1,774 +232%
CW
567
CreativeOne Wealth
Kansas
$207K +$196K +2,539 New
AAP
568
Arax Advisory Partners
Colorado
$207K -$28.4K -368 -13%
AWM
569
Accurate Wealth Management
Florida
$206K -$197K -2,553 -48%
BMC
570
Beaton Management Company
Massachusetts
$204K +$193K +2,500 New
APA
571
Astoria Portfolio Advisors
New York
$204K +$200K +2,591 New
SA
572
Skyline Advisors
Washington
$204K +$193K +2,500 New
KCM
573
Kathmere Capital Management
Pennsylvania
$203K +$192K +2,496 New
RGF
574
Retirement Guys Formula
Ohio
$203K +$192K +2,495 New
MWM
575
Modern Wealth Management
Kansas
$203K +$192K +2,494 New

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.