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UL Solutions

353 hedge funds and large institutions have $6.8B invested in UL Solutions in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

245% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 31

206% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $17.8M

52% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 83

38% more capital invested

Capital invested by funds: $4.92B → $6.8B (+$1.88B)

27.36% more ownership

Funds ownership: 110.69%138.05% (+27%)

26% more funds holding

Funds holding: 280353 (+73)

Holders
353
Holders Change
+73
Holders Change %
+26.07%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.06%
New
107
Increased
126
Reduced
83
Closed
31
Calls
$54.4M
Puts
$17.8M
Net Calls
+$36.6M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
226
Heritage Family Offices
Arizona
$407K -$51.8K -645 -11%
BBCM
227
Broad Bay Capital Management
New York
$394K +$401K +5,000 New
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$375K +$10.8K +135 +3%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$365K -$140K -1,746 -27%
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$361K +$97.5K +1,215 +40%
WEG
231
World Equity Group
Illinois
$361K +$367K +4,576 New
BHCM
232
Brevan Howard Capital Management
Jersey
$348K +$119K +1,484 +51%
SOW
233
State of Wyoming
Wyoming
$346K +$92.8K +1,156 +36%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$345K +$300K +3,742 +588%
WA
235
Wealth Alliance
New York
$322K +$31.1K +387 +10%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$321K -$4.12M -51,357 -93%
VPIM
237
Vanguard Personalized Indexing Management
California
$321K +$42.3K +527 +15%
SFS
238
Sowell Financial Services
Arkansas
$320K +$883 +11 +0.3%
TPW
239
Transatlantique Private Wealth
New York
$319K -$15.3K -190 -4%
IAIM
240
International Assets Investment Management
Florida
$313K +$319K +3,973 New
CAM
241
Cresset Asset Management
Illinois
$312K
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$300K -$117K -1,457 -28%
TWM
243
Thrive Wealth Management
Pennsylvania
$298K +$8.11K +101 +3%
Creative Planning
244
Creative Planning
Kansas
$294K +$43K +535 +17%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$294K +$299K +3,723 New
AQR Capital Management
246
AQR Capital Management
Connecticut
$293K +$298K +3,717 New
BEI
247
Benjamin Edwards Inc
Missouri
$292K +$9.23K +115 +3%
Deutsche Bank
248
Deutsche Bank
Germany
$290K +$16.6K +207 +6%
SC
249
Shay Capital
New York
$280K +$285K +3,550 New
AO
250
Advisor OS
Illinois
$274K +$11.8K +147 +4%