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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B -$84M -1,064,023 -5%
BlackRock
2
BlackRock
New York
$1.48B +$48.7M +616,384 +3%
Norges Bank
3
Norges Bank
Norway
$1.11B +$57.4M +726,130 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$541M -$52.7M -667,052 -9%
Charles Schwab
5
Charles Schwab
California
$460M -$9.72M -123,050 -2%
State Street
6
State Street
Massachusetts
$459M -$16.6M -210,563 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$445M -$24.4M -309,498 -5%
Morgan Stanley
8
Morgan Stanley
New York
$313M +$34.2M +433,285 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$291M -$54.5M -689,394 -16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$272M +$17.3M +219,076 +7%
LSV Asset Management
11
LSV Asset Management
Illinois
$221M +$53.5K +678 +0%
Victory Capital Management
12
Victory Capital Management
Texas
$178M +$43.2M +546,771 +33%
Invesco
13
Invesco
Georgia
$175M -$8.7M -110,142 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$149M -$2.38M -30,196 -2%
Northern Trust
15
Northern Trust
Illinois
$147M -$5.1M -64,577 -3%
DSC
16
Donald Smith & Co
New York
$146M -$10.5M -132,332 -7%
AQR Capital Management
17
AQR Capital Management
Connecticut
$140M -$33.2M -420,053 -20%
Allianz Asset Management
18
Allianz Asset Management
Germany
$124M +$12.6M +159,084 +12%
Goldman Sachs
19
Goldman Sachs
New York
$123M -$4.67M -59,076 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$122M +$7.09M +89,774 +6%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$119M +$4.09M +51,750 +4%
UBS Group
22
UBS Group
Switzerland
$98.8M +$38.5M +488,078 +66%
WP
23
Woodline Partners
California
$91M +$30.6M +386,886 +52%
N
24
Nuveen
North Carolina
$90.9M -$1.5M -19,039 -2%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$90.9M +$13.8M +175,000 +18%

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.