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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
OAJ
626
Ogorek Anthony Joseph
New York
$6K -$1.12K -15 -15%
CAL
627
Capital Advisors Ltd
Ohio
$6K
RS
628
Rakuten Securities
Japan
$5.99K +$1.95K +26 +51%
DWM
629
Dogwood Wealth Management
Kansas
$5.83K -$3.6K -48 -39%
KFA
630
Kelleher Financial Advisors
New York
$5.21K +$5.02K +67 New
PWA
631
Physician Wealth Advisors
Utah
$5.06K
KFI
632
Key Financial Inc
Pennsylvania
$5.01K
BHWM
633
Beaird Harris Wealth Management
Texas
$4.92K -$450 -6 -9%
S
634
Sachetta
Massachusetts
$4.75K
LI
635
LRI Investments
Florida
$4.51K
DPW
636
DiNuzzo Private Wealth
Pennsylvania
$3.7K -$150 -2 -4%
RFA
637
Reyes Financial Architecture
California
$3.66K
SWA
638
SOA Wealth Advisors
New York
$3.34K
HNW
639
High Note Wealth
Minnesota
$3.11K -$2.85K -38 -49%
SWM
640
Spire Wealth Management
Virginia
$3.03K -$225 -3 -7%
BGAI
641
Bruce G. Allen Investments
Colorado
$2.96K
TPBG
642
Turning Point Benefit Group
Maryland
$2.5K +$2.4K +32 New
SC
643
SouthState Corp
Florida
$2.33K -$525 -7 -19%
FMP
644
Financial Management Professionals
Texas
$2.26K
RWS
645
Retirement Wealth Solutions
Wisconsin
$2.18K +$2.1K +28 New
CYG
646
Clean Yield Group
Vermont
$2.02K
CCM
647
Cloud Capital Management
Washington
$2K +$2.62K +35 New
EWP
648
Elevation Wealth Partners
California
$1.87K +$1.8K +24 New
APW
649
Atlantic Private Wealth
North Carolina
$1.82K
DFA
650
DHJJ Financial Advisors
Illinois
$1.8K

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.