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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$2.19M +$186K +4,783 +10%
SCP
227
Stamos Capital Partners
California
$2.15M -$697K -17,946 -25%
XT
228
XTX Topco
Cayman Islands
$2.15M +$2.03M +52,351 New
CFO
229
Callan Family Office
Pennsylvania
$2.08M -$240K -6,182 -11%
IC
230
IEQ Capital
California
$2.08M +$946K +24,349 +93%
GCM
231
Gator Capital Management
Florida
$2.04M +$87.4K +2,250 +5%
CSS
232
Cubist Systematic Strategies
Connecticut
$2.03M +$1.93M +49,569 New
GT
233
Greenleaf Trust
Michigan
$2M +$8.51K +219 +0.4%
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$1.97M +$118K +3,043 +7%
YCM
235
Yousif Capital Management
Michigan
$1.87M -$466K -12,010 -21%
AssetMark Inc
236
AssetMark Inc
California
$1.84M +$411K +10,589 +31%
BEAM
237
Baker Ellis Asset Management
Washington
$1.75M +$105K +2,700 +7%
CIS
238
Capital International Sarl
California
$1.74M -$662K -17,056 -29%
CC
239
Centiva Capital
New York
$1.72M -$632K -16,279 -28%
RhumbLine Advisers
240
RhumbLine Advisers
Massachusetts
$1.72M -$100K -2,580 -6%
Truist Financial
241
Truist Financial
North Carolina
$1.71M -$6.06K -156 -0.4%
JFG
242
Jefferies Financial Group
New York
$1.66M -$6.28M -161,716 -80%
BP
243
Ballentine Partners
Massachusetts
$1.64M +$99.7K +2,566 +7%
ECM
244
Evergreen Capital Management
Washington
$1.63M +$434K +11,187 +39%
AAM
245
Advisors Asset Management
Colorado
$1.63M +$255K +6,570 +20%
SFA
246
Sequoia Financial Advisors
Ohio
$1.61M +$187K +4,815 +14%
LCGC
247
Legacy Capital Group California
California
$1.61M +$20.4K +524 +1%
AI
248
Atria Investments
North Carolina
$1.6M +$31.3K +805 +2%
AFG
249
Atomi Financial Group
New York
$1.59M +$374K +9,619 +33%
QI
250
Qtron Investments
Massachusetts
$1.56M -$605K -15,569 -29%