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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
AEPWM
626
Atlantic Edge Private Wealth Management
Florida
$40.4K
NSG
627
Nalls Sherbakoff Group
Tennessee
$40.4K
Mitsubishi UFJ Asset Management
628
Mitsubishi UFJ Asset Management
Japan
$38.6K
TWD
629
True Wealth Design
Ohio
$34.8K +$3.79K +48 +13%
NEWAS
630
N.E.W. Advisory Services
Wisconsin
$34.5K
SIS
631
Sound Income Strategies
Florida
$34.4K +$158 +2 +0.5%
NSIM
632
North Star Investment Management
Illinois
$34.3K +$158 +2 +0.5%
AF
633
Aviso Financial
Ontario, Canada
$32.8K
AP
634
Atwood & Palmer
Missouri
$32.3K +$15.8K +200 +100%
BC
635
Barrett & Company
Rhode Island
$32K
DMBA
636
Deseret Mutual Benefit Administrators
Utah
$32K
HWA
637
Heritage Wealth Advisors
Virginia
$31.3K
LWMI
638
Legacy Wealth Management (Idaho)
Idaho
$29.9K
W
639
WealthCollab
Washington
$29.9K
LIS
640
Legacy Investment Solutions
Idaho
$29.9K +$29.2K +370 New
BIA
641
Bell Investment Advisors
California
$28.4K +$2.84K +36 +11%
QPBE
642
Quintet Private Bank (Europe)
Luxembourg
$28.3K +$27.6K +350 New
HCA
643
Harbor Capital Advisors
Illinois
$28K +$5.53K +70 +25%
RA
644
Rise Advisors
New York
$27.3K +$1.26K +16 +5%
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$26.5K -$7.58K -96 -23%
TPCW
646
TD Private Client Wealth
New York
$26.2K
NCM
647
Northwest Capital Management
Oregon
$23.4K
WPA
648
Wealth Preservation Advisors
Tennessee
$23.2K -$28.2K -357 -55%
PWMG
649
Private Wealth Management Group
New Jersey
$20.7K -$3.79K -48 -16%
EWM
650
Evolution Wealth Management
Florida
$19.5K +$19K +241 New

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.