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Unilever
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Overview Fund Activity

1,170 hedge funds and large institutions have $13.9B invested in Unilever in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 415 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
15.69%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
111
Increased
415
Reduced
429
Closed
75
Calls
$147M
Puts
$106M
Net Calls
+$41.1M
Net Calls Change
-$11.6M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$611M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.94B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.32B
4
Neuberger Berman Group
Neuberger Berman Group
New York
$173M
5
Corient Private Wealth
Corient Private Wealth
Florida
$118M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$174M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$25.4M
3
Lazard Asset Management
Lazard Asset Management
New York
$224M
4
Marshall Wace
Marshall Wace
United Kingdom
$3.63M
5
Bank of America
Bank of America
North Carolina
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1201
Fermata Advisors
California
– -$306K -5,134 Closed
SIC
1202
Sage Investment Counsel
Tennessee
– -$304K -5,100 Closed
FAIM
1203
Financial Advocates Investment Management
Washington
– -$269K -4,524 Closed
WTB
1204
Washington Trust Bank
Washington
– -$262K -4,400 Closed
CA
1205
Claris Advisors
Missouri
– -$241K -4,042 Closed
SRL
1206
Scientech Research LLC
New Jersey
– -$238K -3,996 Closed
WA
1207
Wealthstream Advisors
New York
– -$238K -3,992 Closed
TWM
1208
Tradition Wealth Management
Minnesota
– -$236K -3,958 Closed
AFM
1209
Armstrong Fleming & Moore
District of Columbia
– -$232K -3,890 Closed
LP
1210
LMR Partners
United Kingdom
– -$230K -3,863 Closed
OWM
1211
Opes Wealth Management
California
– -$224K -3,761 Closed
TL
1212
Tradewinds LLC
North Carolina
– -$220K -3,694 Closed
CAG
1213
Csenge Advisory Group
Florida
– -$221K -3,461 Closed
HIC
1214
Holderness Investments Company
North Carolina
– -$201K -3,368 Closed
FGP
1215
Foyston, Gordon, & Payne
Ontario, Canada
– -$200K -3,366 Closed
WT
1216
Washington Trust
Rhode Island
– -$199K -3,350 Closed
CWM
1217
Compass Wealth Management
Connecticut
– -$140K -2,351 Closed
AF
1218
Abound Financial
California
– -$103K -1,729 Closed
GP
1219
Greenline Partners
New York
– -$95K -1,596 Closed
HCA
1220
Heck Capital Advisors
Wisconsin
– -$89.3K -1,500 Closed
HAS
1221
HBW Advisory Services
California
– -$86.2K -1,447 Closed
CA
1222
Continuum Advisory
Idaho
– -$76.3K -1,281 Closed
GFPC
1223
Global Financial Private Client
Florida
– -$64.1K -1,076 Closed
Group One Trading
1224
Group One Trading
Illinois
– -$41.6K -699 Closed
1IA
1225
1620 Investment Advisors
Massachusetts
– -$32.5K -545 Closed
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