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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
SCP
226
Stamos Capital Partners
California
$2.15M
XT
227
XTX Topco
Cayman Islands
$2.15M
CFO
228
Callan Family Office
Pennsylvania
$2.08M
IC
229
IEQ Capital
California
$2.08M
GCM
230
Gator Capital Management
Florida
$2.04M
CSS
231
Cubist Systematic Strategies
Connecticut
$2.03M
GT
232
Greenleaf Trust
Michigan
$2M
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$1.97M
YCM
234
Yousif Capital Management
Michigan
$1.87M
AssetMark Inc
235
AssetMark Inc
California
$1.84M
BEAM
236
Baker Ellis Asset Management
Washington
$1.75M
CIS
237
Capital International Sarl
California
$1.74M
CC
238
Centiva Capital
New York
$1.72M
RhumbLine Advisers
239
RhumbLine Advisers
Massachusetts
$1.72M
Truist Financial
240
Truist Financial
North Carolina
$1.71M
JFG
241
Jefferies Financial Group
New York
$1.66M
BP
242
Ballentine Partners
Massachusetts
$1.64M
ECM
243
Evergreen Capital Management
Washington
$1.63M
AAM
244
Advisors Asset Management
Colorado
$1.63M
SFA
245
Sequoia Financial Advisors
Ohio
$1.61M
LCGC
246
Legacy Capital Group California
California
$1.61M
AI
247
Atria Investments
North Carolina
$1.6M
AFG
248
Atomi Financial Group
New York
$1.59M
QI
249
Qtron Investments
Massachusetts
$1.56M
P
250
Pitcairn
Pennsylvania
$1.55M