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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XT
226
XTX Topco
Cayman Islands
$2.15M
CFO
227
Callan Family Office
Pennsylvania
$2.08M
IC
228
IEQ Capital
California
$2.08M
GCM
229
Gator Capital Management
Florida
$2.04M
CSS
230
Cubist Systematic Strategies
Connecticut
$2.03M
GT
231
Greenleaf Trust
Michigan
$2M
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$1.97M
YCM
233
Yousif Capital Management
Michigan
$1.87M
AssetMark Inc
234
AssetMark Inc
California
$1.84M
BEAM
235
Baker Ellis Asset Management
Washington
$1.75M
CIS
236
Capital International Sarl
California
$1.74M
CC
237
Centiva Capital
New York
$1.72M
RhumbLine Advisers
238
RhumbLine Advisers
Massachusetts
$1.72M
Truist Financial
239
Truist Financial
North Carolina
$1.71M
JFG
240
Jefferies Financial Group
New York
$1.66M
BP
241
Ballentine Partners
Massachusetts
$1.64M
ECM
242
Evergreen Capital Management
Washington
$1.63M
AAM
243
Advisors Asset Management
Colorado
$1.63M
SFA
244
Sequoia Financial Advisors
Ohio
$1.61M
LCGC
245
Legacy Capital Group California
California
$1.61M
AI
246
Atria Investments
North Carolina
$1.6M
AFG
247
Atomi Financial Group
New York
$1.59M
QI
248
Qtron Investments
Massachusetts
$1.56M
P
249
Pitcairn
Pennsylvania
$1.55M
EI
250
Ethic Inc
New York
$1.53M