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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 %
CA
976
Continuum Advisory
Idaho
$76.3K -$3.1K -52 -4%
WBC
977
West Branch Capital
Massachusetts
$73.1K +$60 +1 +0.1%
FMB
978
Field & Main Bank
Kentucky
$72.9K – – –
HIA
979
Harbor Investment Advisory
Maryland
$71.3K -$238 -4 -0.3%
FUBT
980
First United Bank & Trust
Maryland
$70K +$20.8K +350 +42%
LI
981
LRI Investments
Florida
$68.2K -$5.96K -100 -8%
LFA
982
LGT Financial Advisors
Texas
$67K – – –
WIM
983
Westside Investment Management
California
$66.9K – – –
GFPC
984
Global Financial Private Client
Florida
$64.1K – – –
FWA
985
Flagship Wealth Advisors
Massachusetts
$63.8K – – –
OWA
986
Opal Wealth Advisors
New York
$62.9K +$62.9K +1,056 New
CTA
987
Colonial Trust Advisors
South Carolina
$62.5K -$8.93K -150 -13%
MTIC
988
Missouri Trust & Investment Company
Missouri
$59.6K – – –
OW
989
Olistico Wealth
Oklahoma
$59.6K – – –
SWA
990
SOA Wealth Advisors
New York
$56.6K +$298 +5 +0.5%
PWMG
991
Prestige Wealth Management Group
New Jersey
$56.6K – – –
WA
992
Whipplewood Advisors
Colorado
$54.2K -$3.15K -52 -5%
BLC
993
Brown, Lisle/Cummings
Rhode Island
$52.8K +$2.74K +46 +5%
TSMHT
994
Thurston Springer Miller Herd & Titak
Indiana
$52.5K – – –
EPIMS
995
Evelyn Partners Investment Management Services
$52.1K +$52.1K +6,884 New
JWA
996
JFS Wealth Advisors
Pennsylvania
$49.3K – – –
MLA
997
MB, Levis & Associates
Pennsylvania
$48.4K – – –
FMP
998
Financial Management Professionals
Texas
$46K -$1.07K -18 -2%
AWM
999
Accredited Wealth Management
Kentucky
$45.8K +$119 +2 +0.3%
AWM
1000
Avior Wealth Management
Nebraska
$43.5K -$607K -10,199 -93%
38 39
40
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