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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
HI
301
Harbour Investments
Wisconsin
$19.7K
EF
302
Entrust Financial
Pennsylvania
$19.3K +$19.7K +245 New
Jones Financial Companies
303
Jones Financial Companies
Missouri
$19.2K +$16.1K +200 +465%
GI
304
GAMMA Investing
California
$16.3K +$16.1K +201 +3,350%
AGWCA
305
Annis Gardner Whiting Capital Advisors
Florida
$14.3K +$14.5K +181 New
AF
306
Advisornet Financial
Minnesota
$11K +$963 +12 +9%
TCM
307
Tradewinds Capital Management
Washington
$10.8K +$80 +1 +0.7%
PTC
308
Private Trust Company
Ohio
$8.52K -$241 -3 -3%
MCM
309
MAI Capital Management
Ohio
$8.04K -$6.26K -78 -43%
A
310
AlphaQuest
New York
$7.96K +$8.11K +101 New
MSWM
311
Mowery & Schoenfeld Wealth Management
Illinois
$7.89K
RFP
312
Root Financial Partners
California
$7.33K +$4.09K +51 +121%
CA
313
CoreCap Advisors
Michigan
$7.1K +$2.57K +32 +55%
AF
314
Allworth Financial
California
$6.39K -$6.02K -75 -48%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$5.91K
CT
316
Colonial Trust
South Carolina
$5.28K
PA
317
Parallel Advisors
California
$5.28K +$4.33K +54 +415%
GRP
318
Global Retirement Partners
California
$5.28K +$4.66K +58 +644%
HNB
319
Huntington National Bank
Ohio
$5.13K -$6.18K -77 -54%
WWM
320
Wolff Wiese Magana
California
$5.13K
SGK
321
Steigerwald Gordon & Koch
Virginia
$4.57K +$4.66K +58 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$4.34K +$4.42K +55 New
RDFA
323
Ritter Daniher Financial Advisory
Ohio
$2.76K
CTA
324
Colonial Trust Advisors
South Carolina
$2.37K +$2.41K +30 New
Optiver Holding
325
Optiver Holding
Netherlands
$2.21K +$2.25K +28 New