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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
ACM
51
Advisors Capital Management
New Jersey
$39.5M +$1.63M +23,622 +4%
CB
52
Cooke & Bieler
Pennsylvania
$38.4M -$5.7M -82,600 -13%
SJIC
53
St. James Investment Company
Texas
$38.2M -$257K -3,726 -0.6%
Stifel Financial
54
Stifel Financial
Missouri
$38M +$1.8M +26,113 +5%
OAM
55
Oppenheimer Asset Management
New York
$37.8M -$1.25M -18,045 -3%
Chevy Chase Trust
56
Chevy Chase Trust
Maryland
$37.7M +$2.06M +29,839 +6%
TAM
57
Trillium Asset Management
Massachusetts
$37.5M -$727K -10,541 -2%
UCFA
58
United Capital Financial Advisors
Texas
$37.2M +$111K +1,602 +0.3%
SC
59
Saturna Capital
Washington
$36.3M +$358K +5,182 +1%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$36M +$189K +2,736 +0.5%
M&T Bank
61
M&T Bank
New York
$34.9M -$2.8M -40,541 -7%
RRAM
62
River Road Asset Management
Kentucky
$32.7M -$354K -5,134 -1%
TAM
63
Tocqueville Asset Management
New York
$31.9M -$394K -5,716 -1%
CCMG
64
Clark Capital Management Group
Pennsylvania
$28.6M +$220K +3,191 +0.7%
Creative Planning
65
Creative Planning
Kansas
$27.9M +$436K +6,316 +2%
Citadel Advisors
66
Citadel Advisors
Florida
$27.7M +$14.4M +208,268 +101%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$26.5M -$3.21M -46,481 -10%
SGA
68
Sustainable Growth Advisers
Connecticut
$26.3M +$233K +3,376 +0.9%
HighTower Advisors
69
HighTower Advisors
Illinois
$26.2M +$804K +11,653 +3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$25.8M -$1.49M -21,526 -5%
CCMIC
71
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$25.6M +$499K +7,231 +2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$25.1M +$512K +7,414 +2%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$24.8M +$177K +2,570 +0.7%
SEI Investments
74
SEI Investments
Pennsylvania
$23.6M -$1.81M -26,157 -7%
CVM
75
Cheviot Value Management
California
$23.4M -$246K -3,564 -1%

UL Hedge Fund Activity: Q3 2025 in Review

1,172 of the 7,619 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.