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Unilever

1,172 hedge funds and large institutions have $13.9B invested in Unilever in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 446 increasing their positions, 429 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $111M | Put options by funds: $92.9M

10% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 78

4% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 429

0.34% more ownership

Funds ownership: 8.17%8.51% (+0.34%)

3% less capital invested

Capital invested by funds: $14.3B → $13.9B (-$358M)

1% less funds holding

Funds holding: 1,1871,172 (-15)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,172
Holders Change
-15
Holders Change %
-1.26%
% of All Funds
15.38%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
86
Increased
446
Reduced
429
Closed
78
Calls
$111M
Puts
$92.9M
Net Calls
+$18.2M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Callahan Advisors
Texas
$2.23M
HWM
327
Hohimer Wealth Management
Washington
$2.23M +$1.3M +18,790 +129%
ORG
328
Optimist Retirement Group
Washington
$2.21M +$29.8K +432 +1%
TBWA
329
Three Bridge Wealth Advisors
California
$2.19M -$10.6K -153 -0.5%
AFG
330
Atomi Financial Group
New York
$2.18M +$33.8K +490 +2%
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M +$293K +4,248 +15%
CFO
332
Callan Family Office
Pennsylvania
$2.17M -$593K -8,592 -21%
Lido Advisors
333
Lido Advisors
California
$2.14M +$1.17M +16,979 +112%
State Street
334
State Street
Massachusetts
$2.14M
MCM
335
MAI Capital Management
Ohio
$2.11M +$474K +6,875 +28%
TCOV
336
Trust Company of Vermont
Vermont
$2.1M -$6.07K -88 -0.3%
NHC
337
Nicholas Hoffman & Company
Georgia
$2.09M -$34K -493 -2%
DADC
338
D.A. Davidson & Co
Montana
$2.09M +$989K +14,337 +84%
Envestnet Portfolio Solutions
339
Envestnet Portfolio Solutions
Illinois
$2.08M -$3.01M -43,644 -58%
AF
340
Aviso Financial
Ontario, Canada
$2.04M +$3.73K +54 +0.2%
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$2.04M -$104K -1,500 -5%
FPWM
342
FSB Premier Wealth Management
Iowa
$2.03M +$174K +2,519 +9%
AP
343
Americana Partners
Texas
$2.01M -$27.5K -399 -1%
BFS
344
Bard Financial Services
Connecticut
$2M
ACA
345
Aptus Capital Advisors
Alabama
$1.96M -$285K -4,134 -12%
WC
346
Westhampton Capital
North Carolina
$1.95M -$12.2K -177 -0.6%
S
347
SimplyRich
California
$1.92M +$48.5K +703 +3%
AA
348
Auxano Advisors
Washington
$1.91M -$16.4K -237 -0.8%
TA
349
Townsend & Associates
Colorado
$1.9M +$11.7K +169 +0.6%
EARNEST Partners
350
EARNEST Partners
Georgia
$1.89M -$22.6K -328 -1%

UL Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Unilever (UL) for Q3 2025, worth a combined $13.9B — down 2.5% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new UL positions and 78 closed out — a net gain of 8 holders — while 446 added to existing stakes and 429 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $181M. The largest seller was Neuberger Berman Group, cutting an estimated $88.4M.

  • 1,172 institutional investors held Unilever (UL) as of Q3 2025, down from 1,187 in Q2 2025.
  • Funds reported $13.9B of Unilever stock for Q3 2025, down 2.5% quarter-over-quarter.
  • 86 funds opened new Unilever positions in Q3 2025 and 78 closed out, a net change of +8 holders.
  • The largest Unilever buyer in Q3 2025 was Fidelity Investments, an estimated $181M added.
  • The largest Unilever seller in Q3 2025 was Neuberger Berman Group, an estimated $88.4M sold.

Based on aggregated 13F filings for Q3 2025.