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Universal Logistics Holdings

88 hedge funds and large institutions have $193M invested in Universal Logistics Holdings in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 8488 (+4)

0.52% more ownership

Funds ownership: 27.44%27.97% (+0.52%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

42% less capital invested

Capital invested by funds: $332M → $193M (-$139M)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
76
Bartlett & Co Wealth Management
Ohio
$896 +$1.16K +34 New
EWA
77
EverSource Wealth Advisors
Alabama
$813 +$1.06K +31 New
AAP
78
Arax Advisory Partners
Colorado
$788 -$4.14K -121 -80%
A
79
AlphaQuest
New York
$604 +$786 +23 New
CCM
80
Coldstream Capital Management
Washington
$578 +$752 +22 New
QCG
81
Quadrant Capital Group
Ohio
$499 +$650 +19 New
TWD
82
True Wealth Design
Ohio
$368 +$479 +14 New
FFA
83
Farther Finance Advisors
California
$314 -$103 -3 -20%
Osaic Holdings
84
Osaic Holdings
Arizona
$289 +$239 +7 +175%
RIL
85
Rothschild Investment LLC
Illinois
$131
SS
86
SBI Securities
Japan
$52
HNB
87
Huntington National Bank
Ohio
$26 -$581 -17 -94%
OAM
88
Oberweis Asset Management
Illinois
-$3.24M -70,500 Closed
BGIM
89
Brandywine Global Investment Management
Pennsylvania
-$2.08M -45,293 Closed
Universal-Beteiligungs- und Servicegesellschaft
90
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$1.73M -37,746 Closed
Connor, Clark & Lunn Investment Management (CC&L)
91
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$361K -7,856 Closed
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
-$293K -6,376 Closed
OSAM
93
O'Shaughnessy Asset Management
Connecticut
-$225K -4,895 Closed
Two Sigma Advisers
94
Two Sigma Advisers
New York
-$221K -4,800 Closed
XT
95
XTX Topco
Cayman Islands
-$218K -4,755 Closed
CAM
96
Columbia Asset Management
Michigan
-$217K -4,734 Closed
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
-$205K -4,453 Closed
CAL
98
Capital Advisors Ltd
Ohio
-$547 -16 -50%

ULH Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q1 2025, worth a combined $193M — down 42% from $332M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ULH positions and 10 closed out — a net gain of 4 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $20.1M. The largest seller was LSV Asset Management, cutting an estimated $4.92M.

  • 88 institutional investors held Universal Logistics Holdings (ULH) as of Q1 2025, up from 84 in Q4 2024.
  • Funds reported $193M of Universal Logistics Holdings stock for Q1 2025, down 42% quarter-over-quarter.
  • 14 funds opened new Universal Logistics Holdings positions in Q1 2025 and 10 closed out, a net change of +4 holders.
  • The largest Universal Logistics Holdings buyer in Q1 2025 was Fidelity Investments, an estimated $20.1M added.
  • The largest Universal Logistics Holdings seller in Q1 2025 was LSV Asset Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2025.