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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
HCM
651
Hollencrest Capital Management
California
$19.3K +$77 +1 +0.4%
CMP
652
Coston McIsaac & Partners
Maine
$18K
JWA
653
JFS Wealth Advisors
Pennsylvania
$17.5K -$1.16K -15 -7%
RIL
654
Rothschild Investment LLC
Illinois
$17.4K +$385 +5 +2%
AP
655
Atwood & Palmer
Missouri
$16.3K +$15.4K +200 New
SWA
656
SOA Wealth Advisors
New York
$16K
BI
657
Binnacle Investments
Iowa
$15.8K +$15K +194 New
WT
658
Whittier Trust
California
$15.3K -$9.25K -120 -39%
CTWM
659
Cherry Tree Wealth Management
Minnesota
$14.6K
ADL
660
Asset Dedication LLC
California
$13.8K -$2.54K -33 -16%
HFS
661
Hopwood Financial Services
Virginia
$12.2K
AAG
662
Armstrong Advisory Group
Massachusetts
$12.2K
CIAM
663
Caitong International Asset Management
Hong Kong
$11.2K -$15.6K -202 -59%
NOI
664
Newton One Investments
Delaware
$11K
GBT
665
Grove Bank & Trust
Florida
$10.9K +$7.55K +98 +272%
HCP
666
Hexagon Capital Partners
Arkansas
$10.7K +$2.08K +27 +26%
KA
667
Kozak & Associates
Colorado
$10.7K +$77 +1 +0.7%
HI
668
Horizon Investments
North Carolina
$10.3K +$1.08K +14 +12%
AF
669
Atala Financial
California
$10.1K
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$10.1K +$4.16K +54 +77%
GP
671
Greenline Partners
New York
$9.61K +$9.1K +118 New
CT
672
Clearstead Trust
Maine
$9.45K +$8.94K +116 New
BCMLT
673
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.06K
WSFS
674
Wilmington Savings Fund Society
Delaware
$8.72K -$67.3K -873 -89%
PP
675
Pingora Partners
Wyoming
$8.15K

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.