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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.

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: 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

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
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$426K
2
Jane Street
Jane Street
New York
+$318K
3
First Trust Advisors
First Trust Advisors
Illinois
+$173K
4
A
AlphaQuest
New York
+$110K
5
Charles Schwab
Charles Schwab
California
+$49.7K

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$881K
2
AQR Capital Management
AQR Capital Management
Connecticut
-$532K
3
UBS Group
UBS Group
Switzerland
-$511K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$504K
5
Morgan Stanley
Morgan Stanley
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$92.6M -$13.7K -542 -0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.7M -$23.5K -934 -0.1%
BlackRock
3
BlackRock
New York
$11.9M -$187K -7,403 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.27M -$7.49K -297 -0.1%
American Century Companies
5
American Century Companies
Missouri
$6.55M +$426K +16,900 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.52M -$18.5K -732 -0.4%
BCM
7
Bridgeway Capital Management
Texas
$4.1M -$89.9K -3,566 -2%
State Street
8
State Street
Massachusetts
$3.55M +$26.6K +1,055 +0.7%
First Trust Advisors
9
First Trust Advisors
Illinois
$3.19M +$173K +6,854 +5%
EF
10
Empowered Funds
Pennsylvania
$2.25M -$89.9K -3,566 -4%
DA
11
Denali Advisors
California
$2.18M -$207K -8,213 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.09M -$111K -4,414 -5%
Northern Trust
13
Northern Trust
Illinois
$1.87M -$69.6K -2,762 -3%
RA
14
Royce & Associates
New York
$1.65M – – –
Charles Schwab
15
Charles Schwab
California
$1.38M +$49.7K +1,970 +3%
Morgan Stanley
16
Morgan Stanley
New York
$1.34M -$248K -9,849 -15%
ACA
17
Anchor Capital Advisors
Massachusetts
$1.16M +$22.1K +875 +2%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$653K -$146K -5,800 -17%
N
19
Nuveen
North Carolina
$479K – – –
Lazard Asset Management
20
Lazard Asset Management
New York
$477K -$5.85K -232 -1%
Swiss National Bank
21
Swiss National Bank
Switzerland
$366K – – –
PRCP
22
Pacific Ridge Capital Partners
Oregon
$363K – – –
DekaBank Deutsche Girozentrale
23
DekaBank Deutsche Girozentrale
Germany
$339K – – –
Bank of America
24
Bank of America
North Carolina
$322K +$16.5K +655 +5%
SO
25
STRS Ohio
Ohio
$302K – – –
1
2 3 4

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.