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Unilever
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Overview Fund Activity

1,161 hedge funds and large institutions have $12.9B invested in Unilever in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 440 increasing their positions, 424 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
-11
Holders Change %
-0.94%
% of All Funds
15.77%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
100
Increased
440
Reduced
424
Closed
89
Calls
$138M
Puts
$85.6M
Net Calls
+$52.8M
Net Calls Change
+$30.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$204M
2
ClearBridge Investments
ClearBridge Investments
New York
+$120M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$98.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$70.3M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$45.4M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$355M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$209M
3
Bank of America
Bank of America
North Carolina
-$108M
4
WG
Welch Group
Alabama
-$50.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
351
Quadcap Wealth Management
Texas
$1.97M -$21K -353 -1%
AF
352
Aviso Financial
Ontario, Canada
$1.96M -$11.1K -187 -0.6%
PCM
353
Parsons Capital Management
Rhode Island
$1.95M -$2.74K -46 -0.1%
AWM
354
Apollon Wealth Management
South Carolina
$1.93M -$483K -8,114 -20%
AA
355
Ancora Advisors
Ohio
$1.92M -$108K -1,816 -5%
AA
356
Altman Advisors
Illinois
$1.91M +$56.7K +892 +3%
AFG
357
Atomi Financial Group
New York
$1.89M +$175K +2,942 +10%
BIC
358
Beach Investment Counsel
Pennsylvania
$1.89M -$167K -2,800 -8%
MYIA
359
Mount Yale Investment Advisors
Colorado
$1.88M +$323K +5,425 +21%
S
360
SimplyRich
California
$1.88M -$192K -3,224 -9%
DMC
361
Drexel Morgan & Co
Pennsylvania
$1.87M – – –
GVAG
362
Great Valley Advisor Group
Delaware
$1.86M -$3M -50,366 -62%
GPFA
363
Game Plan Financial Advisors
Ohio
$1.86M +$1.86M +31,152 New
SSG
364
Summit Securities Group
New York
$1.84M +$1.84M +30,950 New
SFG
365
SevenBridge Financial Group
Pennsylvania
$1.83M -$677K -11,018 -27%
QI
366
Qtron Investments
Massachusetts
$1.82M – – –
IPW
367
Inlet Private Wealth
Florida
$1.8M – – –
RC
368
RBF Capital
California
$1.79M – – –
AI
369
Arvest Investments
Arkansas
$1.77M -$88.1K -1,479 -5%
LWA
370
Lineweaver Wealth Advisors
Ohio
$1.77M +$154K +2,583 +10%
DCM
371
Delta Capital Management
New Jersey
$1.76M -$18.5K -310 -1%
CCA
372
Catalyst Capital Advisors
New York
$1.72M +$485K +8,140 +39%
DWM
373
Diversify Wealth Management
Utah
$1.71M +$23K +365 +1%
GWM
374
Guardian Wealth Management
Illinois
$1.71M +$266K +4,470 +18%
IIA
375
ICW Investment Advisors
Arizona
$1.71M -$5.72K -96 -0.3%
13 14
15
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