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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
AB
151
Amalgamated Bank
New York
$6.21M -$313K -4,066 -5%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$6.21M -$2.66M -34,531 -31%
Macquarie Group
153
Macquarie Group
Australia
$6.17M
State of Wisconsin Investment Board
154
State of Wisconsin Investment Board
Wisconsin
$6.04M -$308K -3,992 -5%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$5.96M -$46.3K -600 -0.8%
LAM
156
Lingohr Asset Management
Germany
$5.95M +$4.84M +62,787 +593%
SLA
157
Silver Lake Advisory
Utah
$5.88M -$23.4K -303 -0.4%
CPC
158
Consolidated Planning Corp
Georgia
$5.78M +$5.47M +70,955 New
CAMG
159
CWA Asset Management Group
Florida
$5.73M +$1.17M +15,124 +27%
ZIM
160
Zacks Investment Management
Illinois
$5.71M -$328K -4,261 -6%
VFM
161
Viking Fund Management
North Dakota
$5.7M
AG
162
Algert Global
California
$5.66M -$13.8M -178,794 -72%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$5.64M +$349K +4,521 +7%
BCM
164
BTC Capital Management
Iowa
$5.58M +$880K +11,416 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.55M
Citigroup
166
Citigroup
New York
$5.54M -$1.06M -13,791 -17%
LS
167
Livforsakringsbolaget Skandia
Sweden
$5.5M
APF
168
Alaska Permanent Fund
Alaska
$5.44M
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$5.36M
EGI
170
EAM Global Investors
California
$5.31M +$1.47K +19 +0%
Mariner
171
Mariner
Kansas
$5.22M +$508K +6,585 +11%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$5.12M +$421K +5,455 +10%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$5.09M +$1.97M +25,528 +69%
VPIM
174
Vanguard Personalized Indexing Management
California
$5.06M +$240K +3,112 +5%
HighTower Advisors
175
HighTower Advisors
Illinois
$4.92M +$15.5K +201 +0.3%

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.