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UL Solutions

277 hedge funds and large institutions have $4.92B invested in UL Solutions in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 106 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:

3.11% more ownership

Funds ownership: 107.58%110.68% (+3.1%)

1% more capital invested

Capital invested by funds: $4.89B → $4.92B (+$36.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
277
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
Creative Planning
201
Creative Planning
Kansas
$227K
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$225K
AAM
203
Aureus Asset Management
Massachusetts
$221K
PFG
204
PAX Financial Group
Texas
$215K
BHCM
205
Brevan Howard Capital Management
Jersey
$208K
SLAM
206
Swiss Life Asset Management
$205K
KAS
207
Kestra Advisory Services
Texas
$203K
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$179K
EWA
209
EverSource Wealth Advisors
Alabama
$175K
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$172K
LWCFA
211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K
CF
212
Centaurus Financial
California
$149K
TFM
213
TFC Financial Management
Massachusetts
$138K
US Bancorp
214
US Bancorp
Minnesota
$113K
BTD
215
BankPlus Trust Department
Mississippi
$106K
FFA
216
Farther Finance Advisors
California
$92K
SS
217
Sunbelt Securities
Texas
$90.3K
LI
218
LRI Investments
Florida
$88.9K
Walleye Capital
219
Walleye Capital
New York
$74.3K
AMI
220
Amica Mutual Insurance
Rhode Island
$70K
HPC
221
HM Payson & Co
Maine
$69.8K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$61.2K
SPIA
223
Steward Partners Investment Advisory
New York
$58.2K
WTC
224
WhitTier Trust Company
Nevada
$57K
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$47K