We are live on ! Find out more
UBS icon

UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
BTC Capital Management
Iowa
$2.67M -$72.2K -1,787 -3%
CI
227
Cigna Investments
Connecticut
$2.63M -$33.1K -818 -1%
FFM
228
Forum Financial Management
Illinois
$2.61M -$1.94K -48 -0.1%
LWAM
229
Legacy Wealth Asset Management
Minnesota
$2.53M -$136K -3,362 -6%
Simplex Trading
230
Simplex Trading
Illinois
$2.46M -$2.3M -56,918 -52%
GCM
231
Gator Capital Management
Florida
$2.43M +$104K +2,580 +5%
IC
232
IEQ Capital
California
$2.43M +$72.6K +1,796 +4%
AAF
233
Andra AP-fonden
Sweden
$2.41M +$2.63M +65,164 New
MPPW
234
Mitchell & Pahl Private Wealth
Oklahoma
$2.4M -$77.2K -1,910 -4%
MG
235
Marex Group
$2.38M -$112K -2,768 -5%
Focus Partners Wealth
236
Focus Partners Wealth
Massachusetts
$2.38M +$1.11M +27,428 +115%
CL
237
CIM LLC
New York
$2.31M -$230K -5,693 -10%
VT
238
Vise Technologies
New York
$2.27M -$787K -19,466 -28%
GT
239
Greenleaf Trust
Michigan
$2.26M -$6.87K -170 -0.3%
AAM
240
Advisors Asset Management
Colorado
$2.2M +$316K +7,825 +20%
SCP
241
Stamos Capital Partners
California
$2.16M -$236K -5,839 -11%
QI
242
Qtron Investments
Massachusetts
$2.15M +$313K +7,749 +20%
GI
243
Gradient Investments
Minnesota
$2.12M +$601K +14,887 +48%
YCM
244
Yousif Capital Management
Michigan
$2.12M
1832 Asset Management
245
1832 Asset Management
Ontario, Canada
$2.11M +$529K +13,100 +40%
AWP
246
Abacus Wealth Partners
California
$2.06M +$1.8M +44,536 New
EI
247
Ethic Inc
New York
$2.06M +$287K +7,113 +19%
QT
248
Quantbot Technologies
New York
$2.03M +$1.77M +43,829 New
SA
249
Sanctuary Advisors
Indiana
$1.99M +$234K +5,800 +16%
CIS
250
Capital International Sarl
California
$1.98M