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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
MCM
601
Manchester Capital Management
Vermont
$83.9K +$38.8K +503 +95%
SS
602
SBI Securities
Japan
$82.3K -$17.8K -231 -19%
CTC
603
Central Trust Company
Missouri
$81.5K
KLWA
604
Kelly Lawrence W & Associates
California
$81.5K
WA
605
WPG Advisers
Maryland
$78.4K +$4.32K +56 +6%
VSQM
606
V-Square Quantitative Management
Illinois
$78K
LC
607
Lindbrook Capital
California
$75.8K
HI
608
Harbour Investments
Wisconsin
$73.7K -$2K -26 -3%
WBWA
609
William B. Walkup & Associates
South Carolina
$69.6K
PHK
610
Point72 Hong Kong
Hong Kong
$67.1K -$918K -11,914 -94%
CFB
611
Cullen/Frost Bankers
Texas
$65.7K +$57.7K +748 +1,290%
SPIA
612
Steward Partners Investment Advisory
New York
$63.9K +$13.1K +170 +28%
AT
613
Arlington Trust
Alabama
$63K
EWA
614
EverSource Wealth Advisors
Alabama
$58.6K +$5.01K +65 +10%
MA
615
MCF Advisors
Kentucky
$57.4K -$4.55K -59 -8%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.3K
WPA
617
Wealth Preservation Advisors
Tennessee
$52.4K +$49.6K +644 New
MEG
618
Millstone Evans Group
Colorado
$50.5K
WF
619
Wayfinding Financial
Washington
$49K +$46.6K +604 New
FCMT
620
Founders Capital Management (Texas)
Texas
$48.9K
1IA
621
1620 Investment Advisors
Massachusetts
$46.7K
RF
622
Rossby Financial
Florida
$45.5K +$44.7K +580 New
ME
623
McIlrath & Eck
Washington
$45.2K
TCOV
624
Trust Company of Vermont
Vermont
$42.4K -$3.85K -50 -9%
AEPWM
625
Atlantic Edge Private Wealth Management
Florida
$40.7K

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.