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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.2M +$20.1M +588,460 +20%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.4M -$108K -3,171 -0.4%
BlackRock
3
BlackRock
New York
$14.1M -$277K -8,109 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.4M +$41.4K +1,212 +0.3%
American Century Companies
5
American Century Companies
Missouri
$6.53M +$585K +17,120 +7%
BCM
6
Bridgeway Capital Management
Texas
$5.7M +$101K +2,956 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.87M +$193K +5,653 +3%
State Street
8
State Street
Massachusetts
$3.9M -$44.8K -1,310 -0.9%
EF
9
Empowered Funds
Pennsylvania
$2.84M +$176K +5,136 +5%
DA
10
Denali Advisors
California
$2.65M +$299K +8,752 +9%
LSV Asset Management
11
LSV Asset Management
Illinois
$2.48M -$4.92M -143,810 -60%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.41M -$69.7K -2,040 -2%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.35M -$238K -6,961 -7%
Northern Trust
14
Northern Trust
Illinois
$2.26M -$103K -3,025 -3%
Morgan Stanley
15
Morgan Stanley
New York
$1.9M -$282K -8,254 -10%
RA
16
Royce & Associates
New York
$1.84M -$3.54M -103,682 -60%
Charles Schwab
17
Charles Schwab
California
$1.49M -$43.1K -1,260 -2%
ACA
18
Anchor Capital Advisors
Massachusetts
$1.29M +$518K +15,141 +44%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$883K +$85.5K +2,500 +8%
Victory Capital Management
20
Victory Capital Management
Texas
$844K -$191K -5,600 -15%
AQR Capital Management
21
AQR Capital Management
Connecticut
$789K +$1.03M +30,084 New
Goldman Sachs
22
Goldman Sachs
New York
$786K -$258K -7,543 -20%
N
23
Nuveen
North Carolina
$701K +$127K +3,704 +16%
UBS Group
24
UBS Group
Switzerland
$643K +$270K +7,892 +47%
Lazard Asset Management
25
Lazard Asset Management
New York
$503K +$257K +7,527 +64%

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.