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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
BI
601
Binnacle Investments
Iowa
$18.8K +$2.55K +34 +16%
EWM
602
Evolution Wealth Management
Florida
$18.7K
HCM
603
Hollencrest Capital Management
California
$18.7K +$150 +2 +0.8%
BIA
604
Bell Investment Advisors
California
$17.8K -$9.22K -123 -35%
CMP
605
Coston McIsaac & Partners
Maine
$17K
JWA
606
JFS Wealth Advisors
Pennsylvania
$16.7K
RF
607
Rossby Financial
Florida
$14.2K +$1.65K +22 +14%
CTWM
608
Cherry Tree Wealth Management
Minnesota
$13.9K
ADL
609
Asset Dedication LLC
California
$13.2K
AAG
610
Armstrong Advisory Group
Massachusetts
$13K
GBT
611
Grove Bank & Trust
Florida
$11.9K
HFS
612
Hopwood Financial Services
Virginia
$11.7K
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$10.9K
GA
614
GoalVest Advisory
New York
$10.9K
KA
615
Kozak & Associates
Colorado
$10.7K +$150 +2 +1%
NOI
616
Newton One Investments
Delaware
$10.7K +$75 +1 +0.7%
FFO
617
Fortitude Family Office
Arizona
$9.49K
CT
618
Clearstead Trust
Maine
$8.09K -$1.05K -14 -12%
SL
619
Salomon & Ludwin
Virginia
$7.86K +$7.42K +99 New
MSG
620
Main Street Group
Virginia
$7.86K +$7.57K +101 New
PP
621
Pingora Partners
Wyoming
$7.78K
Optiver Holding
622
Optiver Holding
Netherlands
$7.7K +$7.04K +94 +1,880%
TFA
623
Transamerica Financial Advisors
Florida
$6.7K +$6.52K +87 New
NFSG
624
Newbridge Financial Services Group
Florida
$6.69K
GWP
625
Gen-Wealth Partners
Michigan
$6.61K

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.