Universal Logistics Holdings
ULH
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.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
4% more funds holding
Funds holding: 73 → 76 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$426K |
| 2 |
Jane Street
New York
|
+$318K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$173K |
| 4 |
A
AlphaQuest
New York
|
+$110K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$49.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$881K |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$532K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$511K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$504K |
| 5 |
Morgan Stanley
New York
|
-$248K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $23 | +$25 | +1 | New |
|
|
77
LSV Asset Management
Chicago,
Illinois
| – | -$881K | -34,697 | Closed |
|
|
78
AQR Capital Management
Greenwich,
Connecticut
| – | -$532K | -20,962 | Closed |
|
79
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$205K | -8,096 | Closed |
|
80
Victory Capital Management
San Antonio,
Texas
| – | -$111K | -4,382 | Closed |
|
81
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$1.1K | -43 | Closed |
|
82
Osaic Holdings
Scottsdale,
Arizona
| – | -$406 | -16 | Closed |
|
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.