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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
Creative Planning
201
Creative Planning
Kansas
$227K +$23.4K +343 +12%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$225K -$18.3K -268 -8%
AAM
203
Aureus Asset Management
Massachusetts
$221K
PFG
204
PAX Financial Group
Texas
$215K +$207K +3,032 New
BHCM
205
Brevan Howard Capital Management
Jersey
$208K +$200K +2,930 New
SLAM
206
Swiss Life Asset Management
$205K +$197K +2,891 New
KAS
207
Kestra Advisory Services
Texas
$203K +$195K +2,868 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$179K +$17.4K +256 +11%
EWA
209
EverSource Wealth Advisors
Alabama
$175K +$136K +1,998 +420%
RhumbLine Advisers
210
RhumbLine Advisers
Massachusetts
$172K
LWCFA
211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$136K +2,000 New
CF
212
Centaurus Financial
California
$149K +$40.8K +599 +40%
TFM
213
TFC Financial Management
Massachusetts
$138K -$10.2K -150 -7%
KBC Group
214
KBC Group
Belgium
$119K
US Bancorp
215
US Bancorp
Minnesota
$113K +$78K +1,145 +254%
BTD
216
BankPlus Trust Department
Mississippi
$106K +$102K +1,500 New
FFA
217
Farther Finance Advisors
California
$92K +$86.2K +1,265 +3,721%
SS
218
Sunbelt Securities
Texas
$90.3K -$30.4K -446 -26%
LI
219
LRI Investments
Florida
$88.9K -$33.9K -498 -28%
Walleye Capital
220
Walleye Capital
New York
$74.3K -$143K -2,100 -67%
AMI
221
Amica Mutual Insurance
Rhode Island
$70K
HPC
222
HM Payson & Co
Maine
$69.8K +$67.1K +985 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$61.2K +$9.06K +133 +18%
SPIA
224
Steward Partners Investment Advisory
New York
$58.2K +$54K +792 +2,731%
WTC
225
WhitTier Trust Company
Nevada
$57K -$136 -2 -0.3%

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.