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UL Solutions

272 hedge funds and large institutions have $4.92B invested in UL Solutions in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.99% more ownership

Funds ownership: 107.57%110.56% (+3%)

1% more capital invested

Capital invested by funds: $4.88B → $4.92B (+$30.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.2M
Puts
$9.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Davenport & Co
Virginia
$347K
Ensign Peak Advisors
177
Ensign Peak Advisors
Utah
$342K
CAM
178
Cresset Asset Management
Illinois
$338K
SSWM
179
Sheets Smith Wealth Management
North Carolina
$331K
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$327K
DP
181
Dearborn Partners
Illinois
$315K
CIBC World Market
182
CIBC World Market
Ontario, Canada
$306K
TPW
183
Transatlantique Private Wealth
New York
$300K
SFS
184
Sowell Financial Services
Arkansas
$287K
AWM
185
Axxcess Wealth Management
California
$277K
WA
186
Wealth Alliance
New York
$262K
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$262K
EA
188
Everpar Advisors
Oklahoma
$262K
TWM
189
Thrive Wealth Management
Pennsylvania
$261K
VWM
190
Venturi Wealth Management
Texas
$258K
BEI
191
Benjamin Edwards Inc
Missouri
$255K
Barclays
192
Barclays
United Kingdom
$254K
VPIM
193
Vanguard Personalized Indexing Management
California
$251K
Deutsche Bank
194
Deutsche Bank
Germany
$246K
SI
195
Stephens Inc
Arkansas
$241K
Corient Private Wealth
196
Corient Private Wealth
Florida
$240K
AO
197
Advisor OS
Illinois
$236K
SOW
198
State of Wyoming
Wyoming
$229K
Creative Planning
199
Creative Planning
Kansas
$227K
Wealth Enhancement Advisory Services
200
Wealth Enhancement Advisory Services
Minnesota
$225K