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UL Solutions

247 hedge funds and large institutions have $4.89B invested in UL Solutions in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 23

31% more capital invested

Capital invested by funds: $3.74B → $4.89B (+$1.14B)

30% more funds holding

Funds holding: 190247 (+57)

1% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 71

0.5% more ownership

Funds ownership: 107.07%107.58% (+0.5%)

62% less call options, than puts

Call options by funds: $27.2M | Put options by funds: $71.8M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
247
Holders Change
+57
Holders Change %
+30%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
84
Increased
72
Reduced
71
Closed
23
Calls
$27.2M
Puts
$71.8M
Net Calls
-$44.6M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$49.8K -$8.77K -134 -16%
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$47K +$41.8K +639 New
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$46.2K +$40.2K +614 +3,070%
PFBT
204
Parkside Financial Bank & Trust
Missouri
$38.2K +$11.2K +171 +48%
EWA
205
EverSource Wealth Advisors
Alabama
$34.7K -$14.6K -223 -32%
CI Investments Inc
206
CI Investments Inc
Ontario, Canada
$34K -$9.82K -150 -24%
US Bancorp
207
US Bancorp
Minnesota
$32.9K +$5.5K +84 +23%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$31K +$2.62K +40 +10%
NS
209
NBC Securities
Alabama
$29K
AAP
210
Arax Advisory Partners
Colorado
$23.2K +$20.8K +318 New
NA
211
NewEdge Advisors
Louisiana
$21.9K -$562K -8,583 -97%
CWP
212
Clark Wealth Partners
Illinois
$21.5K +$19.3K +295 New
ACM
213
Aster Capital Management
United Arab Emirates
$21.2K +$19.1K +291 New
BFP
214
Briaud Financial Planning
Texas
$19K +$17.5K +268 New
IA
215
IFP Advisors
Florida
$18.8K +$16.9K +258 New
HI
216
Harbour Investments
Wisconsin
$18.2K -$18.4K -281 -53%
GWM
217
Geneos Wealth Management
Colorado
$13.6K -$11.1K -170 -48%
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$13.2K +$11.8K +181 New
MCM
219
MAI Capital Management
Ohio
$13.1K +$11.8K +180 New
WSFS
220
Wilmington Savings Fund Society
Delaware
$12.1K +$10.9K +166 New
HNB
221
Huntington National Bank
Ohio
$10.5K -$327 -5 -3%
TCM
222
Tradewinds Capital Management
Washington
$9.98K +$3.47K +53 +63%
PTC
223
Private Trust Company
Ohio
$8.38K +$7.53K +115 New
MSWM
224
Mowery & Schoenfeld Wealth Management
Illinois
$7.29K +$6.55K +100 New
ARMT
225
Amica Retiree Medical Trust
Rhode Island
$7K +$6.29K +96 New

ULS Hedge Fund Activity: Q2 2025 in Review

247 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in UL Solutions (ULS) for Q2 2025, worth a combined $4.89B — up 31% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new ULS positions and 23 closed out — a net gain of 61 holders — while 72 added to existing stakes and 71 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $369M. The largest seller was Capital International Investors, cutting an estimated $324M.

  • 247 institutional investors held UL Solutions (ULS) as of Q2 2025, up from 190 in Q1 2025.
  • Funds reported $4.89B of UL Solutions stock for Q2 2025, up 31% quarter-over-quarter.
  • 84 funds opened new UL Solutions positions in Q2 2025 and 23 closed out, a net change of +61 holders.
  • The largest UL Solutions buyer in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $369M added.
  • The largest UL Solutions seller in Q2 2025 was Capital International Investors, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2025.