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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
Hudson Bay Capital Management
126
Hudson Bay Capital Management
Connecticut
$8.2M -$7.71M -97,594 -49%
AC
127
AlphaCore Capital
California
$7.93M -$71.3K -903 -0.9%
BGIM
128
Brandywine Global Investment Management
Pennsylvania
$7.82M -$157K -1,990 -2%
US Bancorp
129
US Bancorp
Minnesota
$7.75M +$24K +304 +0.3%
HI
130
Horizon Investments
North Carolina
$7.31M +$7.18M +90,899 +71,574%
GAM
131
Gotham Asset Management
New York
$7.23M +$4.03M +50,990 +132%
BPIM
132
Brant Point Investment Management
New York
$7.22M -$1.52M -19,198 -18%
EF
133
Empowered Funds
Pennsylvania
$7M +$222K +2,809 +3%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$6.99M +$212K +2,679 +3%
MIM
135
MetLife Investment Management
New Jersey
$6.99M -$392K -4,963 -5%
Creative Planning
136
Creative Planning
Kansas
$6.91M -$26.9K -341 -0.4%
Comerica Bank
137
Comerica Bank
Texas
$6.88M -$885K -11,204 -12%
IMRF
138
Illinois Municipal Retirement Fund
Illinois
$6.82M +$1.48M +18,711 +28%
Amundi
139
Amundi
France
$6.77M -$48.4M -612,566 -88%
NAAA
140
New Age Alpha Advisors
New York
$6.69M -$1.02M -12,968 -14%
BC
141
Burney Company
Virginia
$6.67M -$80K -1,013 -1%
Osaic Holdings
142
Osaic Holdings
Arizona
$6.65M +$2.11M +26,769 +48%
Wealthfront Advisers
143
Wealthfront Advisers
California
$6.61M -$130K -1,651 -2%
LS
144
Livforsakringsbolaget Skandia
Sweden
$6.61M +$1.14M +14,400 +21%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$6.59M +$389K +4,925 +6%
BCAM
146
Boston Common Asset Management
Massachusetts
$6.58M -$2.03M -25,696 -24%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$6.53M -$177K -2,247 -3%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$6.53M +$4.07M +51,550 +176%
MOACM
149
Mutual of America Capital Management
New York
$6.44M -$379K -4,794 -6%
TSW
150
Thompson Siegel & Walmsley
Virginia
$6.44M +$6.29M +79,700 New

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.