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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$82.8K -$75 -1 -0.1%
PS
552
Principal Securities
Iowa
$82.5K -$51K -681 -39%
HI
553
Hoey Investments
Pennsylvania
$81.7K
CFFP
554
Center for Financial Planning
Michigan
$81.2K +$78.2K +1,044 New
CTC
555
Central Trust Company
Missouri
$77.8K
KLWA
556
Kelly Lawrence W & Associates
California
$77.8K
RFP
557
Root Financial Partners
California
$76.5K +$73.7K +983 New
MCM
558
Manchester Capital Management
Vermont
$75.3K -$190K -2,539 -72%
VCM
559
Versant Capital Management
Arizona
$72.6K -$131K -1,745 -65%
HI
560
Harbour Investments
Wisconsin
$68.6K -$2.92K -39 -4%
WBWA
561
William B. Walkup & Associates
South Carolina
$66.5K
GWM
562
Geneos Wealth Management
Colorado
$64.5K -$189K -2,523 -75%
CFB
563
Cullen/Frost Bankers
Texas
$60.8K -$1.8K -24 -3%
AT
564
Arlington Trust
Alabama
$60.2K
PFA
565
Pathway Financial Advisers
Indiana
$59.6K +$57.6K +769 New
JWM
566
JPL Wealth Management
Colorado
$56.6K +$54.6K +728 New
MA
567
MCF Advisors
Kentucky
$54.8K
MEG
568
Millstone Evans Group
Colorado
$48.2K
DJSG
569
D.J. St. Germain
Massachusetts
$47.4K
DB
570
Danske Bank
Denmark
$46.7K -$9.89K -132 -18%
FCMT
571
Founders Capital Management (Texas)
Texas
$46.7K
SIC
572
SJS Investment Consulting
Ohio
$45.7K +$42.3K +564 +2,350%
TWD
573
True Wealth Design
Ohio
$45.7K +$11.7K +156 +36%
1IA
574
1620 Investment Advisors
Massachusetts
$44.4K -$749 -10 -2%
TCOV
575
Trust Company of Vermont
Vermont
$40.5K

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.