United-Guardian
31 hedge funds and large institutions have $7.8M invested in United-Guardian in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
0.89% less ownership
Funds ownership: 22.56% → 21.66% (-0.89%)
3% less funds holding
Funds holding: 32 → 31 (-1)
6% less capital invested
Capital invested by funds: $8.28M → $7.8M (-$473K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HTI
Hikari Tsushin Inc
Tokyo,
Japan
|
+$78.2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.35K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.18K |
| 5 |
PS
Principal Securities
Des Moines,
Iowa
|
+$1.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$122K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$69.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$67.3K |
| 4 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$61.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$41.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $1.33K | – | – | – |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $1.07K | – | – | – |
|
|
ATC
28
Advantage Trust Company
Salina,
Kansas
| $786 | – | – | – |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $776 | – | – | – |
|
30
Morgan Stanley
New York
| $629 | – | – | – |
|
31
Barclays
London,
United Kingdom
| $16 | +$16 | +2 | New |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$122K | -15,310 | Closed |
|
|
EWA
33
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.31K | -165 | Closed |
|
|
AAS
34
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$8 | -1 | Closed |
|
UG Hedge Fund Activity: Q3 2025 in Review
31 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2025, worth a combined $7.8M — down 5.7% from $8.28M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UG and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.
The largest buyer was Hikari Tsushin Inc, opening a new position worth an estimated $78.2K. The largest seller was Citadel Advisors, exiting entirely with an estimated $122K sold.
- 31 institutional investors held United-Guardian (UG) as of Q3 2025, down from 32 in Q2 2025.
- Funds reported $7.8M of United-Guardian stock for Q3 2025, down 5.7% quarter-over-quarter.
- 2 funds opened new United-Guardian positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest United-Guardian buyer in Q3 2025 was Hikari Tsushin Inc, an estimated $78.2K added.
- The largest United-Guardian seller in Q3 2025 was Citadel Advisors, an estimated $122K sold.
Based on aggregated 13F filings for Q3 2025.