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UL Solutions

280 hedge funds and large institutions have $4.92B invested in UL Solutions in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 105 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $9.62M

90% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 39

44% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 73

13% more funds holding

Funds holding: 247280 (+33)

3.11% more ownership

Funds ownership: 107.58%110.69% (+3.1%)

1% more capital invested

Capital invested by funds: $4.89B → $4.92B (+$36.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
280
Holders Change
+33
Holders Change %
+13.36%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
105
Reduced
73
Closed
39
Calls
$20.2M
Puts
$9.62M
Net Calls
+$10.6M
Net Calls Change
+$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$5.6K
TWC
252
TD Waterhouse Canada
Ontario, Canada
$5.31K
WWM
253
Wolff Wiese Magana
California
$4.61K
CT
254
Colonial Trust
South Carolina
$4.52K +$273 +4 +6%
CA
255
CoreCap Advisors
Michigan
$4.11K +$3.95K +58 New
Jones Financial Companies
256
Jones Financial Companies
Missouri
$2.99K
RFP
257
Root Financial Partners
California
$2.98K +$2.86K +42 New
RDFA
258
Ritter Daniher Financial Advisory
Ohio
$2.48K +$2.38K +35 New
AW
259
Avion Wealth
Texas
$2K
RBC
260
Roble Belko & Company
Pennsylvania
$2K +$1.7K +25 New
WPA
261
Wealth Preservation Advisors
Tennessee
$1.7K
CFG
262
Clayton Financial Group
Missouri
$1.35K +$1.29K +19 New
OCM
263
Orion Capital Management
California
$1.06K
MAM
264
Marquette Asset Management
Minnesota
$1.06K +$1.02K +15 New
PA
265
Parallel Advisors
California
$921 -$545 -8 -38%
RWM
266
Rialto Wealth Management
New York
$780 +$68 +1 +10%
LFG
267
Larson Financial Group
Missouri
$709 +$682 +10 New
GRP
268
Global Retirement Partners
California
$638 -$5.32K -78 -90%
BWL
269
Bogart Wealth LLC
Virginia
$567 +$545 +8 New
FFO
270
Fortitude Family Office
Arizona
$567 +$545 +8 New
JWA
271
JFS Wealth Advisors
Pennsylvania
$497 +$477 +7 New
GI
272
GAMMA Investing
California
$425 +$409 +6 New
SS
273
SBI Securities
Japan
$354 -$3.07K -45 -90%
BTI
274
Blue Trust Inc
Georgia
$283 +$273 +4 New
HIA
275
HFM Investment Advisors
New Jersey
$213 +$204 +3 New

ULS Hedge Fund Activity: Q3 2025 in Review

280 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in UL Solutions (ULS) for Q3 2025, worth a combined $4.92B — up 0.74% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ULS positions and 39 closed out — a net gain of 35 holders — while 105 added to existing stakes and 73 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $127M. The largest seller was Fidelity Investments, cutting an estimated $187M.

  • 280 institutional investors held UL Solutions (ULS) as of Q3 2025, up from 247 in Q2 2025.
  • Funds reported $4.92B of UL Solutions stock for Q3 2025, up 0.74% quarter-over-quarter.
  • 74 funds opened new UL Solutions positions in Q3 2025 and 39 closed out, a net change of +35 holders.
  • The largest UL Solutions buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $127M added.
  • The largest UL Solutions seller in Q3 2025 was Fidelity Investments, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2025.