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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
NSG
626
Nalls Sherbakoff Group
Tennessee
$40.7K +$38.5K +500 New
Mitsubishi UFJ Asset Management
627
Mitsubishi UFJ Asset Management
Japan
$38.9K +$24.4K +317 +197%
HWM
628
Hemington Wealth Management
Virginia
$38K +$6.78K +88 +23%
NEWAS
629
N.E.W. Advisory Services
Wisconsin
$34.8K +$32.9K +427 New
MPWT
630
MassMutual Private Wealth & Trust
Connecticut
$34.5K -$1.54K -20 -5%
SIS
631
Sound Income Strategies
Florida
$34.5K +$231 +3 +0.7%
NSIM
632
North Star Investment Management
Illinois
$34.5K +$77 +1 +0.2%
AF
633
Aviso Financial
Ontario, Canada
$33.1K
HNB
634
Huntington National Bank
Ohio
$32.6K -$11.3K -147 -27%
DMBA
635
Deseret Mutual Benefit Administrators
Utah
$32.3K -$7.48K -97 -20%
BC
636
Barrett & Company
Rhode Island
$32.3K
HWA
637
Heritage Wealth Advisors
Virginia
$31.5K -$1.39K -18 -4%
TWD
638
True Wealth Design
Ohio
$31.2K +$6.55K +85 +29%
VWWMG
639
Vermillion & White Wealth Management Group
Pennsylvania
$30.4K +$28.8K +373 New
LWMI
640
Legacy Wealth Management (Idaho)
Idaho
$30.1K
W
641
WealthCollab
Washington
$30.1K
Optiver Holding
642
Optiver Holding
Netherlands
$27.1K +$25.7K +333 New
LWANC
643
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.5K
TPCW
644
TD Private Client Wealth
New York
$26.4K +$540 +7 +2%
RA
645
Rise Advisors
New York
$26.3K -$5.94K -77 -19%
BIA
646
Bell Investment Advisors
California
$25.7K +$463 +6 +2%
WA
647
Whipplewood Advisors
Colorado
$24.8K -$19.7K -255 -84%
PWMG
648
Private Wealth Management Group
New Jersey
$24.8K -$1.31K -17 -5%
NCM
649
Northwest Capital Management
Oregon
$23.6K
HCA
650
Harbor Capital Advisors
Illinois
$23K +$21.4K +277 New

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 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.