We are live on ! Find out more

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
HCM
651
Hollencrest Capital Management
California
$19.2K +$79 +1 +0.4%
WA
652
Whipplewood Advisors
Colorado
$18.4K +$14.1K +178 +356%
EP
653
Essential Partners
California
$18.4K +$18K +228 New
CMP
654
Coston McIsaac & Partners
Maine
$18K
RIL
655
Rothschild Investment LLC
Illinois
$17.7K +$395 +5 +2%
JWA
656
JFS Wealth Advisors
Pennsylvania
$17.4K
VWA
657
VSM Wealth Advisory
Maryland
$17K +$16.6K +210 New
BI
658
Binnacle Investments
Iowa
$16.8K +$1.11K +14 +7%
WT
659
Whittier Trust
California
$15.2K
CTWM
660
Cherry Tree Wealth Management
Minnesota
$14.5K
ADL
661
Asset Dedication LLC
California
$13.7K
AAG
662
Armstrong Advisory Group
Massachusetts
$13.5K
CIAM
663
Caitong International Asset Management
Hong Kong
$13.1K +$1.9K +24 +17%
RF
664
Rossby Financial
Florida
$12.9K -$33.2K -420 -72%
GBT
665
Grove Bank & Trust
Florida
$12.4K +$1.5K +19 +14%
HFS
666
Hopwood Financial Services
Virginia
$12.1K
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$11.3K +$1.26K +16 +13%
GA
668
GoalVest Advisory
New York
$11.3K +$11.1K +140 New
KA
669
Kozak & Associates
Colorado
$11K
NOI
670
Newton One Investments
Delaware
$11K +$79 +1 +0.7%
DWM
671
Dogwood Wealth Management
Kansas
$9.96K +$9.71K +123 New
FFO
672
Fortitude Family Office
Arizona
$9.85K +$3.4K +43 +54%
CT
673
Clearstead Trust
Maine
$9.53K +$158 +2 +2%
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.03K +$79 +1 +0.9%
WSFS
675
Wilmington Savings Fund Society
Delaware
$8.64K

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.