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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
AEPWM
576
Atlantic Edge Private Wealth Management
Florida
$38.9K
NSG
577
Nalls Sherbakoff Group
Tennessee
$38.9K
Mitsubishi UFJ Asset Management
578
Mitsubishi UFJ Asset Management
Japan
$37.2K
ME
579
McIlrath & Eck
Washington
$36K -$6.89K -92 -17%
NEWAS
580
N.E.W. Advisory Services
Wisconsin
$33.2K
AA
581
Ancora Advisors
Ohio
$33.2K +$25.4K +339 +385%
NSIM
582
North Star Investment Management
Illinois
$33.1K +$75 +1 +0.2%
SIS
583
Sound Income Strategies
Florida
$32.9K +$225 +3 +0.7%
HWM
584
Hemington Wealth Management
Virginia
$32K -$11.2K -149 -26%
AF
585
Aviso Financial
Ontario, Canada
$31.6K
AP
586
Atwood & Palmer
Missouri
$31.1K
BC
587
Barrett & Company
Rhode Island
$30.8K
DMBA
588
Deseret Mutual Benefit Administrators
Utah
$30.8K
HWA
589
Heritage Wealth Advisors
Virginia
$30.1K
LWMI
590
Legacy Wealth Management (Idaho)
Idaho
$28.8K
W
591
WealthCollab
Washington
$28.8K
RA
592
Rise Advisors
New York
$25.9K -$375 -5 -1%
WT
593
Whittier Trust
California
$25.7K +$10.2K +136 +72%
VWWMG
594
Vermillion & White Wealth Management Group
Pennsylvania
$25.4K -$15.8K -211 -39%
TPCW
595
TD Private Client Wealth
New York
$25.2K
WPA
596
Wealth Preservation Advisors
Tennessee
$22.3K
KFP
597
Kerr Financial Planning
California
$21.2K +$20.8K +278 New
PWMG
598
Private Wealth Management Group
New Jersey
$19.9K
HIM
599
Hillsdale Investment Management
Ontario, Canada
$19.4K -$899K -12,000 -98%
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$18.8K -$6.45K -86 -26%

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.