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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
AFG
251
Atomi Financial Group
New York
$1.93M +$119K +2,953 +8%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$1.92M +$223K +5,522 +15%
ECM
253
Evergreen Capital Management
Washington
$1.91M +$60.7K +1,503 +4%
AI
254
Atria Investments
North Carolina
$1.9M +$85.7K +2,122 +5%
RhumbLine Advisers
255
RhumbLine Advisers
Massachusetts
$1.86M -$66.7K -1,651 -4%
LCGC
256
Legacy Capital Group California
California
$1.83M +$9.66K +239 +0.6%
Truist Financial
257
Truist Financial
North Carolina
$1.82M -$91.4K -2,262 -5%
BP
258
Ballentine Partners
Massachusetts
$1.79M -$53.3K -1,320 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
259
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.75M +$1.24M +30,699 +455%
SFA
260
Sequoia Financial Advisors
Ohio
$1.74M -$72.6K -1,797 -5%
MFS
261
Mirabella Financial Services
United Kingdom
$1.72M -$2.73M -67,559 -65%
BEAM
262
Baker Ellis Asset Management
Washington
$1.72M -$226K -5,600 -13%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$1.64M -$513K -12,698 -26%
KCM
264
Kathmere Capital Management
Pennsylvania
$1.63M +$6.91K +171 +0.5%
SCA
265
Snowden Capital Advisors
New York
$1.63M +$11.5K +284 +0.8%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$1.63M +$135K +3,335 +10%
GF
267
Gabelli Funds
New York
$1.59M -$6.06K -150 -0.4%
HC
268
Henshaw Capital
Massachusetts
$1.54M
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$1.52M +$177K +4,383 +15%
SCM
270
SOL Capital Management
Maryland
$1.51M
Osaic Holdings
271
Osaic Holdings
Arizona
$1.47M +$53.2K +1,316 +4%
CFB
272
Cullen/Frost Bankers
Texas
$1.47M +$36.7K +908 +3%
FFA
273
Farther Finance Advisors
California
$1.46M +$629K +15,557 +97%
B
274
Bailard
California
$1.44M -$45.7K -1,132 -4%
PA
275
Pinnacle Associates
New York
$1.42M +$165K +4,077 +15%