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UL Solutions

245 hedge funds and large institutions have $4.88B invested in UL Solutions in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 70

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
245
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
$27.2M
Puts
$71.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$47K
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$46.2K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$38.2K
EWA
204
EverSource Wealth Advisors
Alabama
$34.7K
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$34K
US Bancorp
206
US Bancorp
Minnesota
$32.9K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$31K
NS
208
NBC Securities
Alabama
$29K
AAP
209
Arax Advisory Partners
Colorado
$23.2K
NA
210
NewEdge Advisors
Louisiana
$21.9K
ACM
211
Aster Capital Management
United Arab Emirates
$21.2K
BFP
212
Briaud Financial Planning
Texas
$19K
IA
213
IFP Advisors
Florida
$18.8K
HI
214
Harbour Investments
Wisconsin
$18.2K
GWM
215
Geneos Wealth Management
Colorado
$13.6K
AGWCA
216
Annis Gardner Whiting Capital Advisors
Florida
$13.2K
MCM
217
MAI Capital Management
Ohio
$13.1K
WSFS
218
Wilmington Savings Fund Society
Delaware
$12.1K
HNB
219
Huntington National Bank
Ohio
$10.5K
TCM
220
Tradewinds Capital Management
Washington
$9.98K
PTC
221
Private Trust Company
Ohio
$8.38K
MSWM
222
Mowery & Schoenfeld Wealth Management
Illinois
$7.29K
ARMT
223
Amica Retiree Medical Trust
Rhode Island
$7K
GRP
224
Global Retirement Partners
California
$6.34K
SWM
225
Spire Wealth Management
Virginia
$5.76K