Urgent.ly
ULY was delisted on the 17th of March, 2026.
27 hedge funds and large institutions have $1.16M invested in Urgent.ly in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.46% less ownership
Funds ownership: 1.87% → 1.41% (-0.46%)
10% less funds holding
Funds holding: 30 → 27 (-3)
43% less capital invested
Capital invested by funds: $2.04M → $1.16M (-$876K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$97.9K |
| 2 |
Morgan Stanley
New York
|
+$23.8K |
| 3 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$21.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.25K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$227K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$154K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$33K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$18.4K |
| 5 |
Millennium Management
New York
|
-$12.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $6 | -$7 | -1 | -50% |
|
|
MSWA
27
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $1 | – | – | – |
|
|
BRF
28
B. Riley Financial
Los Angeles,
California
| – | -$227K | -27,814 | Closed |
|
|
CAC
29
Cowen and Company
New York
| – | -$184K | -22,563 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$33K | -4,041 | Closed |
|
|
31
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$18.4K | -2,250 | Closed |
|
|
BHB
32
Bank Hapoalim BM
Tel Aviv,
Israel
| – | -$1K | -1,241 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$3 | – | – |
|
ULY Hedge Fund Activity: Q4 2024 in Review
27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Urgent.ly (ULY) for Q4 2024, worth a combined $1.16M — down 43% from $2.04M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ULY and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $97.9K. The largest seller was B. Riley Financial, exiting entirely with an estimated $227K sold.
- 27 institutional investors held Urgent.ly (ULY) as of Q4 2024, down from 30 in Q3 2024.
- Funds reported $1.16M of Urgent.ly stock for Q4 2024, down 43% quarter-over-quarter.
- 2 funds opened new Urgent.ly positions in Q4 2024 and 5 closed out, a net change of -3 holders.
- The largest Urgent.ly buyer in Q4 2024 was Toronto Dominion Bank, an estimated $97.9K added.
- The largest Urgent.ly seller in Q4 2024 was B. Riley Financial, an estimated $227K sold.
Based on aggregated 13F filings for Q4 2024.