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UBS Group

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
251
Checchi Capital Advisers
California
$303K +$22K +1,178 +8%
Charles Schwab
252
Charles Schwab
California
$293K +$293K +15,705 New
SIA
253
Soltis Investment Advisors
Utah
$292K +$292K +15,651 New
CAAS
254
Capital Asset Advisory Services
Michigan
$291K -$635K -31,176 -69%
DCM
255
Deuterium Capital Management
Florida
$290K +$98.5K +5,723 +51%
CS
256
Comerica Securities
Michigan
$290K -$39.8K -2,133 -12%
BP
257
Ballentine Partners
Massachusetts
$281K +$2.17K +116 +0.8%
GT
258
Glenmede Trust
Pennsylvania
$274K +$8.27K +443 +3%
AWM
259
AE Wealth Management
Kansas
$273K -$5.19K -278 -2%
DWT
260
Dorsey & Whitney Trust
South Dakota
$271K -$68.2K -3,651 -20%
SA
261
swisspartners Advisors
Switzerland
$261K
JPMPWA
262
J.P. Morgan Private Wealth Advisors
California
$259K +$17.7K +948 +7%
BFG
263
Bleakley Financial Group
New Jersey
$253K +$253K +13,540 New
FNBOH
264
First National Bank of Hutchinson
Kansas
$247K +$3.83K +205 +2%
SWM
265
Seed Wealth Management
Illinois
$245K +$245K +13,135 New
CWAG
266
Compton Wealth Advisory Group
Virginia
$245K
1WA
267
180 Wealth Advisors
Washington
$237K -$84.5K -3,897 -26%
BIC
268
Beach Investment Counsel
Pennsylvania
$237K -$92.4K -4,950 -28%
PA
269
Pinnacle Associates
New York
$236K
AG
270
Ascent Group
Virginia
$235K +$38.1K +2,041 +19%
SF
271
Synovus Financial
Georgia
$229K +$4.24K +227 +2%
FA
272
FDx Advisors
Illinois
$229K -$39.1K -2,098 -15%
CFO
273
CVA Family Office
Colorado
$224K +$224K +12,000 New
KI
274
Kula Investments
Illinois
$222K +$222K +11,894 New
Verition Fund Management
275
Verition Fund Management
Connecticut
$220K