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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
CFO
601
CVA Family Office
Colorado
$88.6K
PFBT
602
Parkside Financial Bank & Trust
Missouri
$86K -$3.24K -41 -4%
HI
603
Hoey Investments
Pennsylvania
$84.8K
National Bank of Canada
604
National Bank of Canada
Quebec, Canada
$82.2K -$313K -3,960 -80%
SPIA
605
Steward Partners Investment Advisory
New York
$81.2K +$17.5K +221 +28%
CTC
606
Central Trust Company
Missouri
$80.8K
KLWA
607
Kelly Lawrence W & Associates
California
$80.8K
HI
608
Harbour Investments
Wisconsin
$74.4K +$1.34K +17 +2%
WBWA
609
William B. Walkup & Associates
South Carolina
$69K
CFB
610
Cullen/Frost Bankers
Texas
$65.1K
AT
611
Arlington Trust
Alabama
$62.5K
DB
612
Danske Bank
Denmark
$59.1K -$2.81M -35,530 -98%
VSQM
613
V-Square Quantitative Management
Illinois
$58.1K -$18.9K -239 -25%
MA
614
MCF Advisors
Kentucky
$56.9K
DZ Bank
615
DZ Bank
Germany
$56.9K -$621K -7,864 -92%
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.8K
MEG
617
Millstone Evans Group
Colorado
$50.1K
DJSG
618
D.J. St. Germain
Massachusetts
$49.3K +$48.2K +610 New
FCMT
619
Founders Capital Management (Texas)
Texas
$48.5K
1IA
620
1620 Investment Advisors
Massachusetts
$46.9K +$632 +8 +1%
HWM
621
Hemington Wealth Management
Virginia
$46K +$8.37K +106 +23%
HFS
622
Hantz Financial Services
Michigan
$46K +$41.7K +528 +1,123%
ME
623
McIlrath & Eck
Washington
$44.8K
VWWMG
624
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K +$13K +164 +44%
TCOV
625
Trust Company of Vermont
Vermont
$42.1K

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.