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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
AO
551
Advisor OS
Illinois
$228K +$2.05K +26 +0.9%
MA
552
MJP Associates
Connecticut
$228K +$2.05K +26 +0.9%
PI
553
PFG Investments
New York
$228K -$11.1K -140 -5%
BPA
554
Beacon Pointe Advisors
California
$228K -$15.1K -191 -6%
CIA
555
Choate Investment Advisors
Massachusetts
$227K -$790 -10 -0.4%
Rafferty Asset Management
556
Rafferty Asset Management
New York
$226K -$1.11K -14 -0.5%
SIC
557
Sterling Investment Counsel
New York
$221K -$16.6K -210 -7%
WBC
558
West Branch Capital
Massachusetts
$219K
BAM
559
Blueshift Asset Management
New Jersey
$219K +$214K +2,706 New
FCP
560
Fidelis Capital Partners
Florida
$218K +$1.42K +18 +0.6%
LBC
561
Leigh Baldwin & Co
New York
$217K -$8.29K -105 -4%
WANY
562
Wealthspire Advisors (New York)
New York
$217K +$212K +2,682 New
VCM
563
Versant Capital Management
Arizona
$216K +$11K +139 +5%
HP
564
Haven Private
Florida
$216K +$211K +2,671 New
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$215K -$70.9K -898 -25%
PTC
566
Private Trust Company
Ohio
$215K -$7.9K -100 -4%
AWM
567
Ariadne Wealth Management
California
$213K -$9.56K -121 -4%
PCP
568
Proficio Capital Partners
Massachusetts
$208K +$2.61K +33 +1%
MCM
569
MAI Capital Management
Ohio
$208K +$48.5K +614 +31%
PCMC
570
Paragon Capital Management (Colorado)
Colorado
$207K -$211K -2,669 -51%
APA
571
Astoria Portfolio Advisors
New York
$207K -$79 -1 -0%
CPSC
572
Carl P. Sherr & Co
Massachusetts
$207K
Northwestern Mutual Wealth Management
573
Northwestern Mutual Wealth Management
Wisconsin
$206K +$38.9K +493 +24%
HAG
574
HighPoint Advisor Group
Illinois
$206K -$9.4K -119 -4%
IA
575
IFP Advisors
Florida
$205K +$5.84K +74 +6%

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.