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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.53%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$531M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$385M
3
SP
SIH Partners
Delaware
+$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$170M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$746M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$183M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$92.4M
5
Bank of America
Bank of America
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCGC
226
Legacy Capital Group California
California
$1.22M -$11.3K -373 -0.9%
BCM
227
BTC Capital Management
Iowa
$1.22M +$87.3K +2,898 +8%
BHPW
228
Beverly Hills Private Wealth
California
$1.22M +$124K +4,076 +11%
BEAM
229
Baker Ellis Asset Management
Washington
$1.21M -$51.5K -1,700 -4%
DWM
230
Diversify Wealth Management
Utah
$1.2M +$194K +5,994 +19%
QCG
231
Quadrant Capital Group
Ohio
$1.18M +$36.5K +1,203 +3%
RhumbLine Advisers
232
RhumbLine Advisers
Massachusetts
$1.17M -$328K -10,820 -22%
SCA
233
Snowden Capital Advisors
New York
$1.13M -$10.4K -342 -0.9%
BP
234
Ballentine Partners
Massachusetts
$1.13M +$113K +3,742 +11%
PAS
235
Park Avenue Securities
New York
$1.13M +$201K +6,638 +22%
SCM
236
SOL Capital Management
Maryland
$1.12M – – –
B
237
Bailard
California
$1.11M +$16.4K +541 +1%
TPW
238
Transatlantique Private Wealth
New York
$1.11M +$37.9K +1,241 +4%
Geode Capital Management
239
Geode Capital Management
Massachusetts
$1.1M +$1.1M +36,420 New
SA
240
Sanctuary Advisors
Indiana
$1.1M -$129K -3,632 -11%
AFG
241
Atomi Financial Group
New York
$1.1M +$202K +6,673 +23%
LSAG
242
Lake Street Advisors Group
New Hampshire
$1.1M +$24.6K +811 +2%
AQR Capital Management
243
AQR Capital Management
Connecticut
$1.1M +$159K +5,248 +17%
SFA
244
Sequoia Financial Advisors
Ohio
$1.06M +$23.4K +771 +2%
KCM
245
Kathmere Capital Management
Pennsylvania
$1.05M +$39.7K +1,309 +4%
PAG
246
Private Advisor Group
New Jersey
$1.04M -$23.2K -764 -2%
GF
247
Gabelli Funds
New York
$1.03M – – –
Walleye Trading
248
Walleye Trading
New York
$983K +$983K +32,407 New
TCPG
249
Trivant Custom Portfolio Group
California
$972K -$26K -859 -3%
AAM
250
Advisors Asset Management
Colorado
$932K -$26K -857 -3%
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