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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
AF
701
Advisornet Financial
Minnesota
$2.67K +$474 +6 +22%
OP
702
ORG Partners
Indiana
$2.38K +$2.29K +29 New
FMP
703
Financial Management Professionals
Texas
$2.34K
AAS
704
Ameritas Advisory Services
Nebraska
$2.2K +$2.13K +27 New
HFS
705
Hughes Financial Services
Virginia
$2.12K +$1.66K +21 +233%
CYG
706
Clean Yield Group
Vermont
$2.1K
CH
707
Cromwell Holdings
Wyoming
$2.02K +$1.26K +16 +178%
SIC
708
SJS Investment Consulting
Ohio
$1.94K -$1.42K -18 -43%
APW
709
Atlantic Private Wealth
North Carolina
$1.89K +$1.82K +23 New
DFA
710
DHJJ Financial Advisors
Illinois
$1.86K +$1.82K +23 New
TIM
711
Tortoise Investment Management
New York
$1.86K +$1.82K +23 New
SO
712
Sierra Ocean
California
$1.7K
AG
713
AmeriFlex Group
Nevada
$1.67K +$1.66K +21 New
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
$1.47K
WAS
715
Winch Advisory Services
Wisconsin
$1.47K
CPG
716
Cornerstone Planning Group
New Jersey
$1.33K +$1.03K +13 +217%
RWM
717
Rialto Wealth Management
New York
$1.29K +$79 +1 +7%
GC
718
Garde Capital
Washington
$1.21K
PWA
719
Principia Wealth Advisory
Texas
$1.13K +$237 +3 +27%
HIA
720
HFM Investment Advisors
New Jersey
$1.13K +$553 +7 +100%
HNB
721
Huntington National Bank
Ohio
$1.05K -$30.6K -387 -97%
AW
722
Avion Wealth
Texas
$1K -$316 -4 -17%
PWM
723
Parkworth Wealth Management
California
$969 +$316 +4 +50%
VWA
724
Valued Wealth Advisors
Utah
$902
BHWM
725
Bay Harbor Wealth Management
Maryland
$888 +$395 +5 +83%

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.