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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
CCM
201
Cinctive Capital Management
New York
$3.35M +$3.17M +41,098 New
Jane Street
202
Jane Street
New York
$3.33M -$3.89M -50,522 -55%
HW
203
Hancock Whitney
Mississippi
$3.32M +$660K +8,566 +27%
GCM
204
Graham Capital Management
Connecticut
$3.32M +$1.34M +17,369 +74%
Credit Agricole
205
Credit Agricole
France
$3.29M
CA
206
CoreCap Advisors
Michigan
$3.28M -$115K -1,486 -4%
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$3.26M -$15.4K -200 -0.5%
DCM
208
DGS Capital Management
New Jersey
$3.25M +$171K +2,221 +6%
SO
209
STRS Ohio
Ohio
$3.22M -$730K -9,468 -19%
SOMRS
210
State of Michigan Retirement System
Michigan
$3.2M -$38.5K -500 -1%
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.2M +$168K +2,173 +6%
NFG
212
Nations Financial Group
Iowa
$3.19M -$5.32K -69 -0.2%
Wealth Enhancement Advisory Services
213
Wealth Enhancement Advisory Services
Minnesota
$3.19M -$52.8K -685 -2%
GAM
214
Gotham Asset Management
New York
$3.14M +$1.33M +17,207 +81%
ASN
215
Advisory Services Network
Georgia
$3.13M +$415K +5,380 +16%
SWM
216
Sculati Wealth Management
Michigan
$3.08M -$84.3K -1,094 -3%
Mirae Asset Global ETFs Holdings
217
Mirae Asset Global ETFs Holdings
Hong Kong
$3.06M +$326K +4,233 +13%
TPM
218
Triasima Portfolio Management
Quebec, Canada
$3.05M +$2.89M +37,485 New
LFG
219
Larson Financial Group
Missouri
$3.03M +$2.87M +37,193 +743,860%
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$2.98M -$62.1K -805 -2%
DB
221
Danske Bank
Denmark
$2.95M +$35.8K +465 +1%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$2.95M +$485K +6,290 +21%
TC
223
TwinBeech Capital
New York
$2.93M +$2.78M +36,012 New
AM
224
AGF Management
Ontario, Canada
$2.89M +$111K +1,439 +4%
NGA
225
Naples Global Advisors
Florida
$2.89M -$42.2K -548 -2%

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.