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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
SWA
1001
SOA Wealth Advisors
New York
$51.1K -$5.8K -84 -10%
MIP
1002
Mondrian Investment Partners
United Kingdom
$50.9K +$52.7K +764 New
CA
1003
CoreCap Advisors
Michigan
$49.5K -$18.4K -267 -26%
AG
1004
AmeriFlex Group
Nevada
$49.2K -$14.7K -213 -22%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$49.1K
APW
1006
Aventura Private Wealth
Florida
$48.5K -$10.6K -154 -17%
MLA
1007
MB, Levis & Associates
Pennsylvania
$48.2K
FMP
1008
Financial Management Professionals
Texas
$45.2K -$621 -9 -1%
AWM
1009
Accredited Wealth Management
Kentucky
$43K -$21.1K -305 -48%
CSC
1010
Caldwell Sutter Capital
California
$42.5K
Walleye Capital
1011
Walleye Capital
New York
$41.1K -$517K -7,498 -92%
OC
1012
Oakworth Capital
Alabama
$41K +$13.5K +195 +46%
EA
1013
Evolution Advisers
Virginia
$41K
MMCM
1014
Murphy & Mullick Capital Management
New York
$40.8K
BWL
1015
Bogart Wealth LLC
Virginia
$40.1K
EP
1016
Essential Partners
California
$40K +$22.9K +332 +124%
TCM
1017
TD Capital Management
Tennessee
$39.9K +$138 +2 +0.3%
TWD
1018
True Wealth Design
Ohio
$39.6K +$34.6K +502 +546%
BWAM
1019
Boyd Watterson Asset Management
Ohio
$38.2K -$4.49K -65 -10%
FP
1020
Financial Perspectives
Minnesota
$37.7K +$69 +1 +0.2%
RFS
1021
Richardson Financial Services
Massachusetts
$36.6K +$9.18K +133 +32%
FA
1022
Financial Avengers
California
$35.8K +$207 +3 +0.6%
AT
1023
Avalon Trust
New Mexico
$35.6K
GGI
1024
Godsey & Gibb Inc
Virginia
$35.6K
TH
1025
TCTC Holdings
Texas
$33K

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.