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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 %
MMPW
1201
Mitchell McLeod Pugh & Williams
Alabama
– -$257K -4,532 Closed
CFSG
1202
Community Financial Services Group
Vermont
– -$223K -3,931 Closed
MA
1203
MONECO Advisors
Connecticut
– -$221K -3,900 Closed
RS
1204
R Squared
Hong Kong
– -$220K -3,880 Closed
ACS
1205
Archford Capital Strategies
Illinois
– -$219K -3,866 Closed
IAN
1206
Integrated Advisors Network
Texas
– -$219K -3,865 Closed
Walleye Trading
1207
Walleye Trading
New York
– -$218K -3,844 Closed
SFO
1208
Stokes Family Office
Louisiana
– -$214K -3,777 Closed
UFF
1209
USA Financial Formulas
Michigan
– -$210K -3,700 Closed
SF
1210
Symphony Financial
Texas
– -$203K -3,570 Closed
CCM
1211
Causeway Capital Management
California
– -$202K -3,566 Closed
CCG
1212
Catalina Capital Group
California
– -$200K -3,535 Closed
HI
1213
Human Investing
Oregon
– -$171K -3,015 Closed
SG Americas Securities
1214
SG Americas Securities
New York
– -$169K -2,980 Closed
WPA
1215
West Paces Advisors
Georgia
– -$142K -2,500 Closed
VWM
1216
Venturi Wealth Management
Texas
– -$70K -1,234 Closed
CP
1217
Castleview Partners
Texas
– -$56.2K -994 Closed
TPW
1218
Talon Private Wealth
Florida
– -$55.1K -972 Closed
MCM
1219
Mainstream Capital Management
California
– -$30.8K -543 Closed
FLP
1220
Financial Life Planners
Arizona
– -$27.5K -486 Closed
DSC
1221
Duncker Streett & Co
Missouri
– -$24K -423 Closed
ITIM
1222
Indiana Trust & Investment Management
Indiana
– -$22.9K -403 Closed
PCWA
1223
Pacific Capital Wealth Advisors
California
– -$22.7K -400 Closed
AWM
1224
Activest Wealth Management
Florida
– -$19.8K -350 Closed
MRP
1225
Measured Risk Portfolios
California
– -$19.7K -348 Closed
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