We are live on ! Find out more
ULS icon

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
AW
326
Avion Wealth
Texas
$2K
RBC
327
Roble Belko & Company
Pennsylvania
$2K
CI
328
CX Institutional
Indiana
$2K +$2.01K +25 New
WPA
329
Wealth Preservation Advisors
Tennessee
$1.89K
OC
330
Optima Capital
Oregon
$1.89K +$1.93K +24 New
BFS
331
Bare Financial Services
Pennsylvania
$1.5K +$1.52K +19 New
HIA
332
Harbor Investment Advisory
Maryland
$1.26K +$1.28K +16 New
MAM
333
Marquette Asset Management
Minnesota
$1.18K
JWA
334
JFS Wealth Advisors
Pennsylvania
$1.18K +$642 +8 +114%
FPF
335
First Pacific Financial
Washington
$1.18K +$1.2K +15 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$1.1K +$1.12K +14 New
RWM
337
Rialto Wealth Management
New York
$1.03K +$161 +2 +18%
LFG
338
Larson Financial Group
Missouri
$789
KFAS
339
Keating Financial Advisory Services
Kansas
$789 +$803 +10 New
BWL
340
Bogart Wealth LLC
Virginia
$631
RF
341
Rossby Financial
Florida
$631 +$642 +8 New
WA
342
WPG Advisers
Maryland
$631 +$642 +8 New
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$395 +$401 +5 New
SS
344
SBI Securities
Japan
$394
CTC
345
Central Trust Company
Missouri
$316 +$321 +4 New
FFO
346
Fortitude Family Office
Arizona
$315 -$321 -4 -50%
BTI
347
Blue Trust Inc
Georgia
$315
SWM
348
SHP Wealth Management
Massachusetts
$315 +$321 +4 New
SIC
349
SJS Investment Consulting
Ohio
$237 +$161 +2 +200%
HIA
350
HFM Investment Advisors
New Jersey
$158 -$80 -1 -33%