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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
SQA
576
Simon Quick Advisors
New Jersey
$203K +$192K +2,486 New
O
577
Ossiam
France
$199K -$55.5K -720 -23%
CA
578
Continuum Advisory
Idaho
$191K -$2.7K -35 -1%
CG
579
Curat Global
New Hampshire
$179K +$169K +2,195 New
AF
580
Allworth Financial
California
$177K +$617 +8 +0.4%
Nomura Asset Management
581
Nomura Asset Management
Japan
$169K -$43.2K -560 -21%
Northwestern Mutual Wealth Management
582
Northwestern Mutual Wealth Management
Wisconsin
$168K +$8.02K +104 +5%
MCM
583
MAI Capital Management
Ohio
$159K -$1.08K -14 -0.7%
NECFA
584
New England Capital Financial Advisors
Connecticut
$155K
QL
585
Quarry LP
New York
$154K -$73.5K -954 -33%
TWC
586
TD Waterhouse Canada
Ontario, Canada
$146K +$8.09K +105 +6%
PG
587
Proffitt & Goodson
Tennessee
$145K
RFS
588
Richardson Financial Services
Massachusetts
$140K +$1.54K +20 +1%
Canada Pension Plan Investment Board
589
Canada Pension Plan Investment Board
Ontario, Canada
$138K -$1.42M -18,400 -92%
AA
590
Addison Advisors
Vermont
$130K -$1.47K -19 -1%
CAL
591
Capital Analysts LLC
Pennsylvania
$120K
C
592
Covestor
United Kingdom
$117K -$40.1K -520 -27%
PS
593
Principal Securities
Iowa
$113K
TSMHT
594
Thurston Springer Miller Herd & Titak
Indiana
$104K +$37.2K +482 +60%
IA
595
IFP Advisors
Florida
$98.7K -$1.77K -23 -2%
WTC
596
WhitTier Trust Company
Nevada
$95.5K
PFBT
597
Parkside Financial Bank & Trust
Missouri
$90.1K +$18.4K +239 +28%
CFO
598
CVA Family Office
Colorado
$89.4K +$540 +7 +0.6%
CWM
599
Cranbrook Wealth Management
Michigan
$88.1K
HI
600
Hoey Investments
Pennsylvania
$85.5K

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.