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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
SSA
176
Schonfeld Strategic Advisors
New York
$360K +$76.7K +1,125 +28%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$348K -$56.4K -828 -14%
DC
178
Davenport & Co
Virginia
$347K +$333K +4,893 New
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$342K -$804K -11,795 -71%
SSWM
180
Sheets Smith Wealth Management
North Carolina
$331K +$11.2K +164 +4%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$327K -$682 -10 -0.2%
DP
182
Dearborn Partners
Illinois
$315K +$303K +4,450 New
CIBC World Market
183
CIBC World Market
Ontario, Canada
$306K +$295K +4,325 New
TPW
184
Transatlantique Private Wealth
New York
$300K +$70.7K +1,038 +32%
SFS
185
Sowell Financial Services
Arkansas
$287K +$545 +8 +0.2%
CAM
186
Cresset Asset Management
Illinois
$281K -$3.75K -55 -1%
AWM
187
Axxcess Wealth Management
California
$277K +$266K +3,902 New
WA
188
Wealth Alliance
New York
$262K +$252K +3,700 New
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$262K -$673K -9,879 -73%
EA
190
Everpar Advisors
Oklahoma
$262K +$252K +3,696 New
TWM
191
Thrive Wealth Management
Pennsylvania
$261K +$251K +3,677 New
VWM
192
Venturi Wealth Management
Texas
$258K +$2.45K +36 +1%
BEI
193
Benjamin Edwards Inc
Missouri
$255K +$245K +3,594 New
Barclays
194
Barclays
United Kingdom
$254K -$2.02M -29,676 -89%
VPIM
195
Vanguard Personalized Indexing Management
California
$251K +$9.88K +145 +4%
Deutsche Bank
196
Deutsche Bank
Germany
$246K -$2.83M -41,573 -92%
SI
197
Stephens Inc
Arkansas
$241K +$231K +3,395 New
Corient Private Wealth
198
Corient Private Wealth
Florida
$240K +$231K +3,388 New
AO
199
Advisor OS
Illinois
$236K +$227K +3,330 New
SOW
200
State of Wyoming
Wyoming
$229K -$132K -1,937 -37%

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.