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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
OWA
676
Octavia Wealth Advisors
Ohio
$453K +$73K +1,058 +18%
SVWAG
677
Sound View Wealth Advisors Group
Georgia
$452K -$111K -1,612 -19%
LRIA
678
Leonard Rickey Investment Advisors
Washington
$451K +$27.2K +394 +6%
PA
679
PFG Advisors
Arizona
$451K +$43.8K +635 +10%
SFFS
680
Stonehage Fleming Financial Services
Jersey
$451K
SWP
681
Stratos Wealth Partners
Ohio
$449K +$52K +754 +13%
SW
682
SteelPeak Wealth
California
$448K +$464K +6,716 New
PTC
683
Private Trust Company
Ohio
$446K -$133K -1,931 -22%
HDIM
684
Hanson & Doremus Investment Management
Vermont
$445K -$76.6K -1,110 -14%
SC
685
Searle & Co
Connecticut
$445K
GAMC
686
Garner Asset Management Corp
Texas
$441K -$9.8K -142 -2%
PCM
687
Parsons Capital Management
Rhode Island
$440K -$15.3K -221 -3%
PA
688
PharVision Advisers
Florida
$440K +$455K +6,592 New
CIA
689
Cohen Investment Advisors
New Hampshire
$439K +$15.8K +229 +4%
HAIM
690
Hunter Associates Investment Management
Pennsylvania
$436K -$24.6K -356 -5%
GFP
691
Gryphon Financial Partners
Ohio
$435K +$15.1K +219 +3%
RDFA
692
Ritter Daniher Financial Advisory
Ohio
$435K +$450K +6,517 New
GPW
693
Gentry Private Wealth
Kansas
$434K +$2.83K +41 +0.6%
TFA
694
Transamerica Financial Advisors
Florida
$433K +$102K +1,484 +30%
Bessemer Group
695
Bessemer Group
New Jersey
$432K -$48.7K -706 -10%
MSAM
696
Moloney Securities Asset Management
Missouri
$431K -$10.1K -147 -2%
BF
697
Brucke Financial
Indiana
$425K -$86.9K -1,259 -17%
MG
698
Mather Group
Illinois
$424K +$15.4K +223 +4%
NS
699
NBC Securities
Alabama
$424K -$29.7K -431 -6%
RA
700
Ransom Advisory
Rhode Island
$423K -$21.5K -312 -5%

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.