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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.53%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$531M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$385M
3
SP
SIH Partners
Delaware
+$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$170M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$746M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$183M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$92.4M
5
Bank of America
Bank of America
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Centennial Bank
Arkansas
$931K -$19K -627 -2%
PEAK6
252
PEAK6
Illinois
$911K +$911K +30,031 New
CA
253
Cullinan Associates
Kentucky
$879K – – –
COI
254
Connable Office Inc
Michigan
$873K -$16.6K -548 -2%
FRM
255
Fox Run Management
Connecticut
$873K +$873K +28,788 New
BTI
256
Blue Trust Inc
Georgia
$861K -$296K -9,756 -26%
PCS
257
Personal CFO Solutions
New Jersey
$857K -$9.37K -309 -1%
ECM
258
Evergreen Capital Management
Washington
$847K +$110K +3,634 +15%
JFG
259
Jefferies Financial Group
New York
$845K -$231K -7,613 -21%
P
260
&Partners
Tennessee
$833K +$178K +5,680 +27%
FHB
261
First Hawaiian Bank
Hawaii
$822K -$26.2K -864 -3%
Balyasny Asset Management
262
Balyasny Asset Management
Illinois
$822K +$822K +27,112 New
ACA
263
Atlas Capital Advisors
Wyoming
$815K -$104K -3,424 -11%
JWA
264
JFS Wealth Advisors
Pennsylvania
$813K – – –
EI
265
Ethic Inc
New York
$810K +$122K +4,025 +18%
NWAG
266
Net Worth Advisory Group
Utah
$808K -$13.6K -448 -2%
RCAG
267
Rehmann Capital Advisory Group
Michigan
$803K -$16.3K -538 -2%
CFO
268
Callan Family Office
Pennsylvania
$785K +$785K +25,883 New
QT
269
Quantbot Technologies
New York
$772K -$3.84M -126,673 -83%
Walleye Capital
270
Walleye Capital
New York
$771K -$435K -14,349 -36%
CCM
271
Coldstream Capital Management
Washington
$755K +$849 +28 +0.1%
CAM
272
Cresset Asset Management
Illinois
$754K -$2.8M -92,334 -79%
GWM
273
Greenwich Wealth Management
Connecticut
$753K – – –
MSFS
274
Main Street Financial Solutions
Pennsylvania
$722K +$722K +23,820 New
BF
275
Brucke Financial
Indiana
$721K +$721K +20,356 New
9 10
11
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