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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 %
MA
576
Mezzasalma Advisors
New Jersey
$686K -$7.86K -132 -1%
IWM
577
IHT Wealth Management
Illinois
$686K +$2.08K +35 +0.3%
MWM
578
Mission Wealth Management
California
$685K +$9.47K +159 +1%
CC
579
Callan Capital
California
$682K +$154K +2,587 +29%
GI
580
GAMCO Investors
Connecticut
$676K -$38.8K -652 -5%
FTA
581
Financial & Tax Architects
Missouri
$675K +$60K +1,008 +10%
UB
582
UMB Bank
Missouri
$674K +$77.7K +1,304 +13%
PI
583
PFG Investments
New York
$672K +$44.8K +753 +7%
QWP
584
Quotient Wealth Partners
Texas
$670K +$69.9K +1,173 +12%
MW
585
Marcum Wealth
Ohio
$669K +$44.8K +752 +7%
DAS
586
Diversify Advisory Services
Utah
$665K +$1.83K +29 +0.3%
EAM
587
Everstar Asset Management
North Carolina
$665K +$240K +4,026 +56%
VCM
588
Versant Capital Management
Arizona
$665K +$605K +10,165 +1,023%
MCM
589
Manchester Capital Management
Vermont
$664K – – –
CPWA
590
Cerro Pacific Wealth Advisors
California
$658K +$8.39K +148 +1%
PP
591
PDS Planning
Ohio
$650K +$95.8K +1,609 +17%
LIM
592
Leavell Investment Management
Alabama
$645K – – –
AWM
593
Aprio Wealth Management
Georgia
$644K +$122K +2,045 +23%
RG
594
Rathbones Group
United Kingdom
$641K – – –
WG
595
Welch Group
Alabama
$636K -$50.5M -853,054 -99%
TIAA Trust, National Association
596
TIAA Trust, National Association
North Carolina
$635K -$3.04K -51 -0.5%
Walleye Capital
597
Walleye Capital
New York
$635K -$1.17M -19,649 -65%
CAM
598
Cozad Asset Management
Illinois
$634K – – –
CB
599
Cadence Bank
Mississippi
$634K -$210K -3,525 -25%
BBHC
600
Brown Brothers Harriman & Co
New York
$628K +$2.92K +49 +0.5%
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