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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
WAS
651
Winch Advisory Services
Wisconsin
$1.42K
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$1.42K
IWM
653
IMG Wealth Management
Florida
$1.09K +$1.05K +14 New
RWM
654
Rialto Wealth Management
New York
$1.01K -$225 -3 -19%
HNB
655
Huntington National Bank
Ohio
$1.01K
AW
656
Avion Wealth
Texas
$1K -$525 -7 -35%
VWA
657
Valued Wealth Advisors
Utah
$952 +$75 +1 +9%
BHWM
658
Bay Harbor Wealth Management
Maryland
$933 +$75 +1 +9%
HIA
659
HFM Investment Advisors
New Jersey
$856 -$225 -3 -21%
PWA
660
Principia Wealth Advisory
Texas
$856 -$225 -3 -21%
NS
661
NBC Securities
Alabama
$855 +$824 +11 New
CH
662
Cromwell Holdings
Wyoming
$778 -$1.12K -15 -60%
CIAM
663
Caitong International Asset Management
Hong Kong
$700 -$11.5K -153 -94%
HFS
664
Hughes Financial Services
Virginia
$696 -$1.57K -21 -70%
PAM
665
Palisade Asset Management
Minnesota
$545 +$525 +7 New
HWP
666
Highline Wealth Partners
California
$311
DF
667
DecisionPoint Financial
Arizona
$235
SA
668
Seneschal Advisors
Washington
$234 +$225 +3 New
QWM
669
Quaker Wealth Management
New Jersey
$156 -$225 -3 -60%
TIM
670
Tortoise Investment Management
New York
$78 -$1.65K -22 -96%
MCM
671
MV Capital Management
Maryland
$78 -$150 -2 -67%
TFM
672
TFC Financial Management
Massachusetts
$78
Norges Bank
673
Norges Bank
Norway
-$1.11B -13,785,948 Closed
ZIG
674
Zurich Insurance Group
Switzerland
-$54.4M -673,801 Closed
Qube Research & Technologies (QRT)
675
Qube Research & Technologies (QRT)
United Kingdom
-$38.1M -471,589 Closed

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.