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UL Solutions

247 hedge funds and large institutions have $4.89B invested in UL Solutions in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 23

31% more capital invested

Capital invested by funds: $3.74B → $4.89B (+$1.14B)

30% more funds holding

Funds holding: 190247 (+57)

1% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 71

0.5% more ownership

Funds ownership: 107.07%107.58% (+0.5%)

62% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $71.8M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
247
Holders Change
+57
Holders Change %
+30%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
84
Increased
72
Reduced
71
Closed
23
Calls
$27.2M
Puts
$71.8M
Net Calls
-$44.6M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$6.34K +$5.7K +87 New
SWM
227
Spire Wealth Management
Virginia
$5.76K +$5.17K +79 New
FHA
228
First Horizon Advisors
Tennessee
$5.46K +$4.91K +75 New
TWC
229
TD Waterhouse Canada
Ontario, Canada
$5.23K +$4.91K +75 New
WWM
230
Wolff Wiese Magana
California
$4.74K +$4.25K +65 New
CT
231
Colonial Trust
South Carolina
$4.55K +$4.12K +63 New
SS
232
SBI Securities
Japan
$3.64K +$2.88K +44 +733%
BIG
233
Brooklyn Investment Group
New York
$3.13K +$1.44K +22 +105%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$3.1K -$53.2K -812 -95%
FFA
235
Farther Finance Advisors
California
$2.48K +$2.23K +34 New
PS
236
Principal Securities
Iowa
$2.26K +$2.03K +31 New
SPIA
237
Steward Partners Investment Advisory
New York
$2.11K +$1.9K +29 New
AW
238
Avion Wealth
Texas
$2K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.44K +22 New
AF
240
Allworth Financial
California
$1.9K -$982 -15 -37%
WPA
241
Wealth Preservation Advisors
Tennessee
$1.75K -$2.49K -38 -61%
PA
242
Parallel Advisors
California
$1.53K +$1.38K +21 New
OCM
243
Orion Capital Management
California
$1.09K +$327 +5 +50%
BFS
244
Bare Financial Services
Pennsylvania
$1.09K +$982 +15 New
WA
245
Whipplewood Advisors
Colorado
$874 +$327 +5 +71%
RWM
246
Rialto Wealth Management
New York
$729
Loomis, Sayles & Company
247
Loomis, Sayles & Company
Massachusetts
$364
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$33.8M -600,000 Closed
BHC
249
Bowen Hanes & Co
Florida
-$11.8M -210,000 Closed
Alyeska Investment Group
250
Alyeska Investment Group
Illinois
-$11.7M -206,876 Closed

ULS Hedge Fund Activity: Q2 2025 in Review

247 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in UL Solutions (ULS) for Q2 2025, worth a combined $4.89B — up 31% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ULS positions and 23 closed out — a net gain of 61 holders — while 72 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $369M. The largest seller was Capital International Investors, cutting an estimated $324M.

  • 247 institutional investors held UL Solutions (ULS) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $4.89B of UL Solutions stock for Q2 2025, up 31% quarter-over-quarter.
  • 84 funds opened new UL Solutions positions in Q2 2025 and 23 closed out, a net change of +61 holders.
  • The largest UL Solutions buyer in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $369M added.
  • The largest UL Solutions seller in Q2 2025 was Capital International Investors, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.