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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
NA
226
NewEdge Advisors
Louisiana
$2.19M
SCP
227
Stamos Capital Partners
California
$2.15M
XT
228
XTX Topco
Cayman Islands
$2.15M
CFO
229
Callan Family Office
Pennsylvania
$2.08M
IC
230
IEQ Capital
California
$2.08M
GCM
231
Gator Capital Management
Florida
$2.04M
CSS
232
Cubist Systematic Strategies
Connecticut
$2.03M
GT
233
Greenleaf Trust
Michigan
$2M
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$1.97M
YCM
235
Yousif Capital Management
Michigan
$1.87M
AssetMark Inc
236
AssetMark Inc
California
$1.84M
BEAM
237
Baker Ellis Asset Management
Washington
$1.75M
CIS
238
Capital International Sarl
California
$1.74M
CC
239
Centiva Capital
New York
$1.72M
RhumbLine Advisers
240
RhumbLine Advisers
Massachusetts
$1.72M
Truist Financial
241
Truist Financial
North Carolina
$1.71M
JFG
242
Jefferies Financial Group
New York
$1.66M
BP
243
Ballentine Partners
Massachusetts
$1.64M
ECM
244
Evergreen Capital Management
Washington
$1.63M
AAM
245
Advisors Asset Management
Colorado
$1.63M
SFA
246
Sequoia Financial Advisors
Ohio
$1.61M
LCGC
247
Legacy Capital Group California
California
$1.61M
AI
248
Atria Investments
North Carolina
$1.6M
AFG
249
Atomi Financial Group
New York
$1.59M
QI
250
Qtron Investments
Massachusetts
$1.56M