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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
AWM
876
AE Wealth Management
Kansas
$245K +$33.3K +483 +15%
IA
877
IFG Advisory
Georgia
$245K -$25.5K -369 -9%
NRC
878
New Republic Capital
North Carolina
$244K +$37.6K +545 +17%
MA
879
MONECO Advisors
Connecticut
$243K +$8.28K +120 +3%
CS
880
Cannell & Spears
New York
$240K +$2K +29 +0.8%
CAM
881
Carret Asset Management
New York
$240K
LOPW
882
Live Oak Private Wealth
North Carolina
$238K -$6.14K -89 -2%
BHIA
883
Birch Hill Investment Advisors
Massachusetts
$237K
ESB
884
Essex Savings Bank
Connecticut
$237K -$9.59K -139 -4%
FG
885
Fiduciary Group
Georgia
$237K
SFO
886
Stokes Family Office
Louisiana
$236K +$38.2K +553 +19%
SRL
887
Scientech Research LLC
New Jersey
$235K +$243K +3,525 New
UFF
888
USA Financial Formulas
Michigan
$235K -$22.2K -321 -8%
DWM
889
Dynasty Wealth Management
Florida
$232K +$240K +3,478 New
CWS
890
Cypress Wealth Services
California
$232K -$897 -13 -0.4%
NWP
891
NerdWallet Wealth Partners
New York
$231K +$239K +3,467 New
NP
892
Nilsine Partners
Colorado
$231K +$207 +3 +0.1%
CWM
893
Cornerstone Wealth Management
Missouri
$230K -$20.3K -294 -8%
SAM
894
S.A. Mason
Michigan
$230K
FMWA
895
Forvis Mazars Wealth Advisors
Missouri
$230K -$117K -1,697 -33%
CFG
896
Carr Financial Group
Massachusetts
$228K +$690 +10 +0.3%
FG
897
Foster Group
Iowa
$228K +$235K +3,412 New
SA
898
Sovran Advisors
California
$227K +$8.35K +121 +4%
WSC
899
Wellington Shields & Co
New York
$226K
FTWA
900
Fifth Third Wealth Advisors
Ohio
$226K -$66.2K -959 -22%

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.