We are live on ! Find out more
UNM icon

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
ONSWM
751
Old North State Wealth Management
North Carolina
– -$330K -4,519 Closed
LAM
752
Longboard Asset Management
Arizona
– -$277K -3,794 Closed
GSC
753
Ground Swell Capital
South Carolina
– -$268K -3,665 Closed
MC
754
Machina Capital
France
– -$266K -3,642 Closed
IFU
755
iSAM Funds (UK)
United Kingdom
– -$249K -3,404 Closed
AWS
756
Atria Wealth Solutions
New York
– -$230K -3,143 Closed
PSC
757
Portman Square Capital
United Kingdom
– -$228K -3,116 Closed
BCP
758
Blackhawk Capital Partners
Wisconsin
– -$217K -2,975 Closed
FC
759
Farringdon Capital
United Kingdom
– -$202K -2,768 Closed
EDRH
760
Edmond de Rothschild Holding
Switzerland
– -$173K -2,367 Closed
KI
761
Kapitalo Investimentos
Brazil
– -$102K -1,397 Closed
VWM
762
Venturi Wealth Management
Texas
– -$88.1K -1,206 Closed
PFA
763
Pathway Financial Advisers
Indiana
– -$72.7K -996 Closed
DSC
764
Duncker Streett & Co
Missouri
– -$58.4K -800 Closed
KIM
765
Kestra Investment Management
Texas
– -$37.8K -517 Closed
RS
766
R Squared
Hong Kong
– -$20.4K -280 Closed
CAS
767
Coppell Advisory Solutions
Texas
– -$19.4K -266 Closed
LSA
768
Leonteq Securities AG
Switzerland
– -$19.4K -265 Closed
CA
769
Centerpoint Advisors
Massachusetts
– -$9K -125 Closed
TC
770
Truvestments Capital
Florida
– -$8.55K -117 Closed
AWM
771
Avior Wealth Management
Nebraska
– -$6.57K -90 Closed
EBA
772
Eagle Bay Advisors
New York
– -$5.04K -69 Closed
AGWCA
773
Annis Gardner Whiting Capital Advisors
Florida
– -$3.87K -53 Closed
Q1WB
774
Quest 10 Wealth Builders
Virginia
– -$2.99K -41 Closed
VWM
775
Valley Wealth Managers
New Jersey
– -$2.92K -40 Closed
28 29 30
31
32

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.