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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
Polen Capital Management
251
Polen Capital Management
Florida
$270K +$275K +3,420 New
AWM
252
Axxcess Wealth Management
California
$268K -$40K -498 -13%
X
253
Xponance
Pennsylvania
$258K +$263K +3,270 New
WFA
254
Wellspring Financial Advisors
Ohio
$256K +$260K +3,240 New
AAM
255
Aureus Asset Management
Massachusetts
$246K
SOAM
256
SBI Okasan Asset Management
Japan
$243K +$241K +3,000 New
CFG
257
Capital Financial Group
Colorado
$242K +$247K +3,075 New
ProShare Advisors
258
ProShare Advisors
Maryland
$238K +$242K +3,018 New
SPC
259
Spirepoint Private Client
Florida
$227K +$231K +2,873 New
DP
260
Dearborn Partners
Illinois
$226K -$127K -1,583 -36%
PFG
261
PAX Financial Group
Texas
$224K -$15.4K -192 -6%
SI
262
Stephens Inc
Arkansas
$215K -$53.8K -670 -20%
KAS
263
Kestra Advisory Services
Texas
$213K -$13.4K -167 -6%
BCI
264
Brinker Capital Investments
Pennsylvania
$211K +$215K +2,678 New
B
265
Bellecapital
Switzerland
$210K +$214K +2,660 New
TCM
266
TruNorth Capital Management
Michigan
$205K +$209K +2,604 New
SAG
267
SageView Advisory Group
California
$199K +$203K +2,529 New
CF
268
Centaurus Financial
California
$178K +$12.7K +158 +8%
Osaic Holdings
269
Osaic Holdings
Arizona
$171K -$1.18M -14,664 -87%
EWA
270
EverSource Wealth Advisors
Alabama
$167K -$28.1K -350 -14%
AMI
271
Amica Mutual Insurance
Rhode Island
$167K +$90.9K +1,132 +115%
TFM
272
TFC Financial Management
Massachusetts
$153K
TRCT
273
Tower Research Capital (TRC)
New York
$148K -$788K -9,821 -84%
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K
KBC Group
275
KBC Group
Belgium
$133K