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Ultralife

70 hedge funds and large institutions have $31.9M invested in Ultralife in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 6770 (+3)

2.08% less ownership

Funds ownership: 37.73%35.64% (-2.1%)

32% less capital invested

Capital invested by funds: $46.7M → $31.9M (-$14.9M)

43% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 30

89% less call options, than puts

Call options by funds: $1K | Put options by funds: $9K

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
30
Closed
3
Calls
$1K
Puts
$9K
Net Calls
-$8K
Net Calls Change
-$53K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$5.87M -$1.37M -200,904 -16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$5.59M -$98.6K -14,509 -1%
BlackRock
3
BlackRock
New York
$3.44M -$114K -16,817 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.1M -$10.7K -1,571 -0.3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.37M -$39.1K -5,750 -1%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.61M +$290K +42,700 +17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.28M +$34.2K +5,037 +2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$929K -$342K -50,364 -23%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$908K -$63.9K -9,407 -5%
State Street
10
State Street
Massachusetts
$681K
TA
11
Teton Advisors
New York
$596K -$2.04K -300 -0.3%
Raymond James Financial
12
Raymond James Financial
Florida
$546K +$214K +31,416 +45%
Millennium Management
13
Millennium Management
New York
$437K -$55.9K -8,217 -9%
Northern Trust
14
Northern Trust
Illinois
$426K -$57.3K -8,424 -10%
Citadel Advisors
15
Citadel Advisors
Florida
$410K +$160K +23,482 +45%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$233K -$1.3K -192 -0.4%
BCM
17
Bridgeway Capital Management
Texas
$222K -$222K -32,700 -44%
UBS Group
18
UBS Group
Switzerland
$218K -$387K -56,935 -58%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$203K +$176K +25,921 +220%
Squarepoint
20
Squarepoint
New York
$200K -$34.3K -5,050 -12%
Two Sigma Investments
21
Two Sigma Investments
New York
$195K +$76K +11,174 +44%
Charles Schwab
22
Charles Schwab
California
$163K
PCM
23
Perritt Capital Management
Illinois
$161K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$157K +$180K +26,463 +1,035%
JP Morgan Chase
25
JP Morgan Chase
New York
$151K -$278K -40,850 -59%

ULBI Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2025, worth a combined $31.9M — down 32% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ULBI positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 30 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $290K. The largest seller was Visionary Wealth Advisors, cutting an estimated $1.37M.

  • 70 institutional investors held Ultralife (ULBI) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $31.9M of Ultralife stock for Q1 2025, down 32% quarter-over-quarter.
  • 6 funds opened new Ultralife positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Ultralife buyer in Q1 2025 was Renaissance Technologies, an estimated $290K added.
  • The largest Ultralife seller in Q1 2025 was Visionary Wealth Advisors, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2025.