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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
PP
676
Pingora Partners
Wyoming
$8.08K
OAJ
677
Ogorek Anthony Joseph
New York
$8K
AA
678
Ancora Advisors
Ohio
$7.11K +$6.95K +88 New
NFSG
679
Newbridge Financial Services Group
Florida
$6.95K +$1.5K +19 +28%
GWP
680
Gen-Wealth Partners
Michigan
$6.87K +$2.21K +28 +49%
RBI
681
Raiffeisen Bank International
Austria
$6.3K
HNW
682
High Note Wealth
Minnesota
$6.3K +$1.26K +16 +26%
PSFG
683
Park Square Financial Group
Georgia
$6.06K
CAL
684
Capital Advisors Ltd
Ohio
$6K
BHWM
685
Beaird Harris Wealth Management
Texas
$5.59K +$711 +9 +15%
TPWA
686
Twin Peaks Wealth Advisors
California
$5.56K +$6.24K +79 New
PWA
687
Physician Wealth Advisors
Utah
$5.25K +$4.34K +55 +550%
KFI
688
Key Financial Inc
Pennsylvania
$5.17K
S
689
Sachetta
Massachusetts
$4.93K
LI
690
LRI Investments
Florida
$4.68K
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$4.44K +$158 +2 +4%
MYIA
692
Mount Yale Investment Advisors
Colorado
$4.2K +$4.11K +52 New
RS
693
Rakuten Securities
Japan
$4.12K -$1.9K -24 -32%
RFA
694
Reyes Financial Architecture
California
$3.8K
SWA
695
SOA Wealth Advisors
New York
$3.45K -$12.1K -153 -78%
SWM
696
Spire Wealth Management
Virginia
$3.39K
BGAI
697
Bruce G. Allen Investments
Colorado
$3.07K
SC
698
SouthState Corp
Florida
$2.99K -$553 -7 -16%
LCM
699
Logan Capital Management
Pennsylvania
$2.87K +$79 +1 +3%
CAWM
700
Capital A Wealth Management
Pennsylvania
$2.85K +$4.98K +63 New

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.