Universal Logistics Holdings
ULH
69 hedge funds and large institutions have $113M invested in Universal Logistics Holdings in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.
0.73% less ownership
Funds ownership: 28.82% → 28.09% (-0.73%)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
9% less funds holding
Funds holding: 76 → 69 (-7)
37% less capital invested
Capital invested by funds: $178M → $113M (-$65.5M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.49M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$564K |
| 3 |
Walleye Capital
New York
|
+$377K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$360K |
| 5 |
Millennium Management
New York
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.19M |
| 2 |
RA
Royce & Associates
New York
|
-$1.65M |
| 3 |
DA
Denali Advisors
San Diego,
California
|
-$737K |
| 4 |
Morgan Stanley
New York
|
-$502K |
| 5 |
Lazard Asset Management
New York
|
-$477K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
76
MetLife Investment Management
Whippany,
New Jersey
| – | -$99.9K | -4,260 | Closed |
|
|
KK
77
KLP Kapitalforvaltning
Oslo,
Norway
| – | -$32.9K | -1,400 | Closed |
|
78
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$11K | -477 | Closed |
|
|
PWA
79
Physician Wealth Advisors
Midvale,
Utah
| – | -$915 | -39 | Closed |
|
|
CAL
80
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$1K | -26 | Closed |
|
|
RIL
81
Rothschild Investment LLC
Chicago,
Illinois
| – | -$234 | -10 | Closed |
|
|
EP
82
Essential Partners
Rancho Santa Fe,
California
| – | -$70 | -3 | Closed |
|
|
TWD
83
True Wealth Design
Akron,
Ohio
| – | -$47 | -2 | Closed |
|
ULH Hedge Fund Activity: Q4 2025 in Review
69 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q4 2025, worth a combined $113M — down 37% from $178M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ULH and 7 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 24 added.
The largest buyer was Bank of New York Mellon, adding an estimated $1.49M. The largest seller was First Trust Advisors, exiting entirely with an estimated $3.19M sold.
- 69 institutional investors held Universal Logistics Holdings (ULH) as of Q4 2025, down from 76 in Q3 2025.
- Funds reported $113M of Universal Logistics Holdings stock for Q4 2025, down 37% quarter-over-quarter.
- 7 funds opened new Universal Logistics Holdings positions in Q4 2025 and 14 closed out, a net change of -7 holders.
- The largest Universal Logistics Holdings buyer in Q4 2025 was Bank of New York Mellon, an estimated $1.49M added.
- The largest Universal Logistics Holdings seller in Q4 2025 was First Trust Advisors, an estimated $3.19M sold.
Based on aggregated 13F filings for Q4 2025.