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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: 910 (+1)

6% more funds holding

Funds holding: 682725 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BPIM
126
Brant Point Investment Management
New York
$8.85M +$4.14M +53,651 +98%
PCM
127
Prana Capital Management
Connecticut
$8.83M +$6.89M +89,419 +470%
PSP
128
Principal Street Partners
Tennessee
$8.8M +$48.4K +628 +0.6%
BCAM
129
Boston Common Asset Management
Massachusetts
$8.73M +$2.92M +37,877 +55%
New York State Common Retirement Fund
130
New York State Common Retirement Fund
New York
$8.66M -$728K -9,448 -8%
NC
131
NewSquare Capital
Pennsylvania
$8.55M -$6.15M -79,836 -42%
IIM
132
INTECH Investment Management
Florida
$8.43M +$211K +2,740 +3%
AC
133
AlphaCore Capital
California
$8.07M -$7.55K -98 -0.1%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$8.05M -$355K -4,601 -4%
Comerica Bank
135
Comerica Bank
Texas
$7.85M -$902K -11,701 -11%
NAAA
136
New Age Alpha Advisors
New York
$7.8M -$566K -7,344 -7%
US Bancorp
137
US Bancorp
Minnesota
$7.8M +$42.2K +547 +0.6%
MIM
138
MetLife Investment Management
New Jersey
$7.46M -$261K -3,392 -4%
Cerity Partners
139
Cerity Partners
New York
$7.03M +$575K +7,462 +9%
Creative Planning
140
Creative Planning
Kansas
$7M +$78.9K +1,024 +1%
Universal-Beteiligungs- und Servicegesellschaft
141
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.99M +$6.61M +85,797 New
MOACM
142
Mutual of America Capital Management
New York
$6.89M -$322K -4,178 -5%
CI Investments Inc
143
CI Investments Inc
Ontario, Canada
$6.83M -$2.07M -26,855 -24%
EF
144
Empowered Funds
Pennsylvania
$6.83M +$6.46M +83,856 New
BC
145
Burney Company
Virginia
$6.81M -$1.7M -22,087 -21%
Wealthfront Advisers
146
Wealthfront Advisers
California
$6.81M -$211K -2,738 -3%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$6.77M +$93.3K +1,210 +1%
SSA
148
Schonfeld Strategic Advisors
New York
$6.74M +$5.41M +70,145 +558%
Boston Partners
149
Boston Partners
Massachusetts
$6.73M +$6.37M +82,634 New
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$6.72M +$553K +7,173 +10%

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.