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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
BCM
776
Brookstone Capital Management
Illinois
-$258K -3,170 Closed
IPWA
777
International Private Wealth Advisors
California
-$252K -3,099 Closed
FCI
778
Financial Counselors Inc
Kansas
-$249K -3,054 Closed
SW
779
SVB Wealth
Massachusetts
-$234K -2,867 Closed
Koshinski Asset Management
780
Koshinski Asset Management
Illinois
-$230K -2,820 Closed
AWM
781
Accurate Wealth Management
Florida
-$206K -2,731 Closed
CW
782
CreativeOne Wealth
Kansas
-$207K -2,539 Closed
KCM
783
Kathmere Capital Management
Pennsylvania
-$203K -2,496 Closed
RGF
784
Retirement Guys Formula
Ohio
-$203K -2,495 Closed
MWM
785
Modern Wealth Management
Kansas
-$203K -2,494 Closed
SQA
786
Simon Quick Advisors
New Jersey
-$203K -2,486 Closed
CA
787
Continuum Advisory
Idaho
-$191K -2,348 Closed
CWM
788
Cranbrook Wealth Management
Michigan
-$88.1K -1,082 Closed
WF
789
Wayfinding Financial
Washington
-$49K -604 Closed
LWANC
790
Laurel Wealth Advisors (North Carolina)
North Carolina
-$26.5K -325 Closed
HCP
791
Hexagon Capital Partners
Arkansas
-$10.7K -131 Closed
AF
792
Atala Financial
California
-$10.1K -124 Closed
GP
793
Greenline Partners
New York
-$9.61K -118 Closed
CT
794
Colonial Trust
South Carolina
-$4.09K -50 Closed
GFPC
795
Global Financial Private Client
Florida
-$3.58K -44 Closed
MAS
796
MPWM Advisory Solutions
Georgia
-$978 -12 Closed
BFS
797
Bare Financial Services
Pennsylvania
-$896 -11 Closed
RJA
798
Ross\Johnson & Associates
Minnesota
-$407 -5 Closed
RWM
799
Ruedi Wealth Management
Illinois
-$163 -2 Closed
AWM
800
Activest Wealth Management
Florida
-$79 -1 Closed

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.