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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 %
AGWCA
1101
Annis Gardner Whiting Capital Advisors
Florida
$7.39K – – –
TFM
1102
TFC Financial Management
Massachusetts
$6.96K +$6.96K +117 New
TVWM
1103
Tower View Wealth Management
Wisconsin
$6.85K -$1.31K -22 -16%
CFFP
1104
Center for Financial Planning
Michigan
$6.73K – – –
AF
1105
Atala Financial
California
$6.55K – – –
TWD
1106
True Wealth Design
Ohio
$6.37K -$179 -3 -3%
TCM
1107
TD Capital Management
Tennessee
$6.33K +$2.33K +39 +58%
YP
1108
YANKCOM Partnership
South Dakota
$6.07K +$6.07K +102 New
TF
1109
Tompkins Financial
New York
$5.96K – – –
AWM
1110
AllSquare Wealth Management
New York
$5.96K – – –
PK
1111
Pflug Koory
Nebraska
$5.96K – – –
GCM
1112
Gables Capital Management
Florida
$5.96K – – –
RWM
1113
Rialto Wealth Management
New York
$5.9K – – –
NA
1114
Nordwand Advisors
Pennsylvania
$5.72K – – –
FDW
1115
Fourth Dimension Wealth
Ohio
$5.54K – – –
MBFW
1116
Morton Brown Family Wealth
Pennsylvania
$5.42K +$5.42K +91 New
VWM
1117
Valley Wealth Managers
New Jersey
$5.36K – – –
FCAS
1118
First Command Advisory Services
Texas
$5.18K +$5.18K +87 New
BCM
1119
Blume Capital Management
California
$4.82K +$4.82K +81 New
HIW
1120
Holos Integrated Wealth
Pennsylvania
$4.65K – – –
RWA
1121
Redmont Wealth Advisors
Illinois
$4.59K +$4.59K +77 New
Q1WB
1122
Quest 10 Wealth Builders
Virginia
$4.47K – – –
MDA
1123
Minot DeBlois Advisors
Massachusetts
$4.35K – – –
HWM
1124
HighMark Wealth Management
Minnesota
$4.17K – – –
PAI
1125
Pittenger & Anderson Inc
Nebraska
$4.17K +$1.19K +20 +40%
43 44
45
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