We are live on ! Find out more

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
Cerity Partners
151
Cerity Partners
New York
$6.43M -$535K -6,776 -8%
CAMG
152
CWA Asset Management Group
Florida
$6.42M +$723K +9,149 +13%
DWA
153
Dorsey Wright & Associates
California
$6.36M +$4.28M +54,207 +221%
CPC
154
Consolidated Planning Corp
Georgia
$6.06M +$327K +4,135 +6%
AB
155
Amalgamated Bank
New York
$6.01M -$148K -1,869 -2%
IP
156
Interval Partners
New York
$5.98M +$1.27M +16,081 +28%
VPIM
157
Vanguard Personalized Indexing Management
California
$5.95M +$909K +11,513 +19%
SLA
158
Silver Lake Advisory
Utah
$5.89M +$59.2K +749 +1%
Tudor Investment Corp
159
Tudor Investment Corp
Connecticut
$5.87M +$5.74M +72,666 New
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$5.81M +$748K +9,466 +15%
BCM
161
BTC Capital Management
Iowa
$5.73M +$268K +3,399 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.69M -$3.84M -48,653 -41%
VFM
163
Viking Fund Management
North Dakota
$5.65M
TC
164
TwinBeech Capital
New York
$5.62M +$2.65M +33,576 +93%
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$5.49M -$105K -1,333 -2%
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.37M +$500K +6,330 +11%
Lazard Asset Management
167
Lazard Asset Management
New York
$5.36M -$4.54M -57,445 -46%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$5.35M -$553K -7,000 -10%
Universal-Beteiligungs- und Servicegesellschaft
169
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.32M -$1.57M -19,861 -23%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$5.23M -$740K -9,372 -13%
FLPIM
171
F.L. Putnam Investment Management
Massachusetts
$5.07M +$4.96M +62,765 New
TI
172
TrueMark Investments
Illinois
$5.06M +$4.95M +62,694 New
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$4.71M -$351K -4,444 -7%
HighTower Advisors
174
HighTower Advisors
Illinois
$4.68M -$188K -2,382 -4%
AAM
175
Auxier Asset Management
Oregon
$4.65M -$12.9K -163 -0.3%

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.