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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 %
BCM
901
Brookstone Capital Management
Illinois
$221K +$221K +3,706 New
CAL
902
Capital Analysts LLC
Pennsylvania
$220K +$1.19K +20 +0.5%
TL
903
Tradewinds LLC
North Carolina
$220K +$17K +286 +8%
FFG
904
Frisch Financial Group
New York
$219K +$2.2K +37 +1%
PCP
905
Proficio Capital Partners
Massachusetts
$219K -$1.61K -27 -0.7%
HSA
906
HBK Sorce Advisory
Pennsylvania
$218K +$6.73K +113 +3%
CWS
907
Cypress Wealth Services
California
$218K -$1.73K -29 -0.8%
CMMS
908
Comprehensive Money Management Services
Florida
$218K +$218K +3,655 New
FHA
909
Flagship Harbor Advisors
Massachusetts
$217K +$1.67K +28 +0.8%
GIA
910
Gladstone Institutional Advisory
Florida
$217K +$217K +3,648 New
SN
911
Sittner & Nelson
Oregon
$215K -$1.85K -31 -0.9%
AEPWM
912
Atlantic Edge Private Wealth Management
Florida
$214K +$60 +1 +0%
NRC
913
New Republic Capital
North Carolina
$213K -$35.4K -593 -14%
NAS
914
Nicolet Advisory Services
Wisconsin
$212K +$212K +3,535 New
OC
915
Oarsman Capital
Wisconsin
$211K -$36.7K -616 -15%
KA
916
Kovack Advisors
Florida
$211K +$357 +6 +0.2%
TPI
917
Trust Point Inc
Wisconsin
$210K -$41.4K -695 -16%
BFO
918
Boston Family Office
Massachusetts
$209K +$209K +3,511 New
VV
919
Verity & Verity
South Carolina
$208K +$208K +3,500 New
FCM
920
Fourpath Capital Management
Oklahoma
$206K +$206K +3,454 New
BGAI
921
Bruce G. Allen Investments
Colorado
$202K -$6.97K -117 -3%
PAM
922
Parvin Asset Management
South Dakota
$202K – – –
MIA
923
MMBG Investment Advisors
Florida
$201K +$201K +3,381 New
EH
924
Equitable Holdings
New York
$201K +$201K +3,369 New
HIC
925
Holderness Investments Company
North Carolina
$201K -$33.2K -557 -14%
35 36
37
38 39