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Unum
UNM

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: 734 → 672 (-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: 7 → 4 (-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

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$73.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$45.5M
3
Two Sigma Investments
Two Sigma Investments
New York
+$36.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$35.1M
5
MCM
Moore Capital Management
New York
+$32.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$65.8M
2
ZIG
Zurich Insurance Group
Switzerland
-$54.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
726
Laurion Capital Management
New York
– -$335K -4,145 Closed
MF
727
Magnetar Financial
Illinois
– -$329K -4,077 Closed
VI
728
Versor Investments
New York
– -$322K -3,986 Closed
CWM
729
Challenger Wealth Management
California
– -$281K -3,475 Closed
AWM
730
Axxcess Wealth Management
California
– -$274K -3,399 Closed
BMWM
731
Brown Miller Wealth Management
Virginia
– -$274K -3,399 Closed
TSS
732
Two Sigma Securities
New York
– -$269K -3,331 Closed
Wellington Management Group
733
Wellington Management Group
Massachusetts
– -$265K -3,282 Closed
BWM
734
Baron Wealth Management
Michigan
– -$264K -3,269 Closed
SAM
735
Strategy Asset Managers
California
– -$258K -3,191 Closed
VC
736
Vicus Capital
Pennsylvania
– -$253K -3,130 Closed
KWM
737
Kingsman Wealth Management
Florida
– -$244K -3,016 Closed
AA
738
Armis Advisers
Georgia
– -$240K -3,000 Closed
KF
739
KKM Financial
Illinois
– -$242K -3,000 Closed
RSWM
740
Robertson Stephens Wealth Management
California
– -$239K -2,954 Closed
FFA
741
Fragasso Financial Advisors
Pennsylvania
– -$238K -2,952 Closed
IC
742
Inscription Capital
Texas
– -$231K -2,857 Closed
BPA
743
Beacon Pointe Advisors
California
– -$228K -2,819 Closed
SIC
744
Sterling Investment Counsel
New York
– -$221K -2,734 Closed
BAM
745
Blueshift Asset Management
New Jersey
– -$219K -2,706 Closed
HP
746
Haven Private
Florida
– -$216K -2,671 Closed
APA
747
Astoria Portfolio Advisors
New York
– -$207K -2,590 Closed
PCP
748
Proficio Capital Partners
Massachusetts
– -$208K -2,578 Closed
PCMC
749
Paragon Capital Management (Colorado)
Colorado
– -$207K -2,569 Closed
CPSC
750
Carl P. Sherr & Co
Massachusetts
– -$207K -2,560 Closed
28 29
30
31 32

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.