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Unum
UNM

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: 9 → 10 (+1)

6% more funds holding

Funds holding: 682 → 725 (+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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$317M
2
Invesco
Invesco
Georgia
+$107M
3
TCA
Teewinot Capital Advisers
New York
+$55.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$48.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$64.4M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$55M
5
Norges Bank
Norges Bank
Norway
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
701
Clean Yield Group
Vermont
$2.12K – – –
SO
702
Sierra Ocean
California
$1.71K – – –
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$1.48K – – –
WAS
704
Winch Advisory Services
Wisconsin
$1.47K – – –
GC
705
Garde Capital
Washington
$1.22K +$1.16K +15 New
RWM
706
Rialto Wealth Management
New York
$1.22K +$1.16K +15 New
AW
707
Avion Wealth
Texas
$1K – – –
MAS
708
MPWM Advisory Solutions
Georgia
$978 – – –
VWA
709
Valued Wealth Advisors
Utah
$905 – – –
BFS
710
Bare Financial Services
Pennsylvania
$896 +$848 +11 New
PWA
711
Principia Wealth Advisory
Texas
$846 +$77 +1 +10%
PWA
712
Physician Wealth Advisors
Utah
$815 – – –
HFS
713
Hughes Financial Services
Virginia
$738 +$694 +9 New
CH
714
Cromwell Holdings
Wyoming
$733 +$694 +9 New
PWM
715
Parkworth Wealth Management
California
$652 – – –
HIA
716
HFM Investment Advisors
New Jersey
$571 +$540 +7 New
HWP
717
Highline Wealth Partners
California
$489 +$463 +6 New
BHWM
718
Bay Harbor Wealth Management
Maryland
$488 +$463 +6 New
CPG
719
Cornerstone Planning Group
New Jersey
$472 +$463 +6 New
RJA
720
Ross\Johnson & Associates
Minnesota
$407 +$385 +5 New
MCM
721
MV Capital Management
Maryland
$245 – – –
ACA
722
American Capital Advisory
Idaho
$245 +$231 +3 New
RWM
723
Ruedi Wealth Management
Illinois
$163 – – –
TFM
724
TFC Financial Management
Massachusetts
$82 +$77 +1 New
AWM
725
Activest Wealth Management
Florida
$81 – – –
27 28
29
30 31

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.