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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$11.8M -$6.16K -78 -0.1%
P
102
Paradiem
Louisiana
$11.6M +$11.3M +143,570 New
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$11.2M
IWA
104
IBEX Wealth Advisors
New Jersey
$11M +$383K +4,850 +4%
PAM
105
Panagora Asset Management
Massachusetts
$10.9M -$36K -456 -0.3%
Man Group
106
Man Group
United Kingdom
$10.9M -$3.62M -45,895 -25%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$10.7M -$710K -8,989 -6%
Corient Private Wealth
108
Corient Private Wealth
Florida
$10.7M -$83.8K -1,061 -0.8%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$10.6M -$488K -6,181 -4%
BC
110
Barnett & Company
Tennessee
$10.4M -$22.4K -284 -0.2%
Canada Life
111
Canada Life
Manitoba, Canada
$10.3M -$519K -6,567 -5%
IIM
112
INTECH Investment Management
Florida
$10.2M +$1.81M +22,863 +22%
FM
113
Foster & Motley
Ohio
$9.96M +$271K +3,430 +3%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.82M -$893K -11,306 -9%
VanEck Associates
115
VanEck Associates
New York
$9.8M -$1.96M -24,803 -17%
Boston Partners
116
Boston Partners
Massachusetts
$9.78M +$3.04M +38,505 +47%
PSP
117
Principal Street Partners
Tennessee
$9.75M +$998K +12,633 +12%
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$9.73M +$239K +3,020 +3%
PP
119
Prospector Partners
Connecticut
$9.58M +$9.37M +118,684 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$9.12M +$5.19M +65,670 +139%
NC
121
NewSquare Capital
Pennsylvania
$8.86M +$380K +4,816 +4%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$8.7M -$2.41M -30,566 -22%
IA
123
IFG Advisory
Georgia
$8.6M -$274K -3,474 -3%
HAI
124
Hennessy Advisors Inc
California
$8.59M +$8.4M +106,400 New
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$8.35M -$237K -3,000 -3%

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.