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Universal Logistics Holdings

76 hedge funds and large institutions have $178M invested in Universal Logistics Holdings in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 7376 (+3)

0.5% less ownership

Funds ownership: 29.32%28.82% (-0.5%)

9% less capital invested

Capital invested by funds: $196M → $178M (-$18.1M)

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$16.5K
Russell Investments Group
52
Russell Investments Group
United Kingdom
$14.8K +$14.1K +560 +778%
TRCT
53
Tower Research Capital (TRC)
New York
$11.8K -$41K -1,627 -76%
AIP
54
Ameritas Investment Partners
Nebraska
$11.1K
Canada Life
55
Canada Life
Manitoba, Canada
$11K
SCM
56
Sterling Capital Management
North Carolina
$10.9K +$7.16K +284 +156%
W
57
WealthCollab
Washington
$7.88K
HCA
58
Harbor Capital Advisors
Illinois
$7K +$1.49K +59 +27%
AB
59
Amalgamated Bank
New York
$6K
AAP
60
Arax Advisory Partners
Colorado
$4.59K +$4.94K +196 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.41K +56 +52%
FFA
62
Farther Finance Advisors
California
$3.21K +$3.45K +137 New
EWA
63
EverSource Wealth Advisors
Alabama
$2.3K -$227 -9 -8%
Optiver Holding
64
Optiver Holding
Netherlands
$2.11K +$2.27K +90 New
GI
65
GAMMA Investing
California
$1.64K +$252 +10 +17%
CAL
66
Capital Advisors Ltd
Ohio
$1K
C
67
Covestor
United Kingdom
$1K +$1.06K +42 +2,100%
PWA
68
Physician Wealth Advisors
Utah
$915
RIL
69
Rothschild Investment LLC
Illinois
$234
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$94 -$656 -26 -87%
EP
71
Essential Partners
California
$70 +$76 +3 New
TWD
72
True Wealth Design
Ohio
$47 -$25 -1 -33%
SS
73
SBI Securities
Japan
$47
AF
74
Allworth Financial
California
$24 +$25 +1 New
HNB
75
Huntington National Bank
Ohio
$23

ULH Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q3 2025, worth a combined $178M — down 9.2% from $196M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ULH positions and 6 closed out — a net gain of 3 holders — while 18 added to existing stakes and 30 trimmed.

The largest buyer was American Century Companies, adding an estimated $426K. The largest seller was LSV Asset Management, exiting entirely with an estimated $881K sold.

  • 76 institutional investors held Universal Logistics Holdings (ULH) as of Q3 2025, up from 73 in Q2 2025.
  • Funds reported $178M of Universal Logistics Holdings stock for Q3 2025, down 9.2% quarter-over-quarter.
  • 9 funds opened new Universal Logistics Holdings positions in Q3 2025 and 6 closed out, a net change of +3 holders.
  • The largest Universal Logistics Holdings buyer in Q3 2025 was American Century Companies, an estimated $426K added.
  • The largest Universal Logistics Holdings seller in Q3 2025 was LSV Asset Management, an estimated $881K sold.

Based on aggregated 13F filings for Q3 2025.