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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
OAJ
676
Ogorek Anthony Joseph
New York
$8K +$7.79K +101 New
FFO
677
Fortitude Family Office
Arizona
$6.43K
RBI
678
Raiffeisen Bank International
Austria
$6.35K
PSFG
679
Park Square Financial Group
Georgia
$6.11K
RS
680
Rakuten Securities
Japan
$6.11K +$1.7K +22 +42%
CAL
681
Capital Advisors Ltd
Ohio
$6K
NFSG
682
Newbridge Financial Services Group
Florida
$5.46K +$1.31K +17 +34%
KFI
683
Key Financial Inc
Pennsylvania
$5.21K
HNW
684
High Note Wealth
Minnesota
$5.05K +$1.7K +22 +55%
S
685
Sachetta
Massachusetts
$4.97K -$154 -2 -3%
BHWM
686
Beaird Harris Wealth Management
Texas
$4.89K
LI
687
LRI Investments
Florida
$4.72K
GWP
688
Gen-Wealth Partners
Michigan
$4.64K
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$4.32K
CT
690
Colonial Trust
South Carolina
$4.09K -$925 -12 -19%
HFS
691
Hantz Financial Services
Michigan
$4K +$3.62K +47 New
RFA
692
Reyes Financial Architecture
California
$3.83K +$3.62K +47 New
SC
693
SouthState Corp
Florida
$3.58K +$3.39K +44 New
GFPC
694
Global Financial Private Client
Florida
$3.58K +$2.47K +32 +267%
SIC
695
SJS Investment Consulting
Ohio
$3.42K
SWM
696
Spire Wealth Management
Virginia
$3.42K
BGAI
697
Bruce G. Allen Investments
Colorado
$3.1K -$154 -2 -5%
LCM
698
Logan Capital Management
Pennsylvania
$2.88K
FMP
699
Financial Management Professionals
Texas
$2.36K
AF
700
Advisornet Financial
Minnesota
$2.2K +$1.62K +21 +350%

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.