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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
Evergreen Capital Management
Washington
$1.91M
AI
252
Atria Investments
North Carolina
$1.9M
RhumbLine Advisers
253
RhumbLine Advisers
Massachusetts
$1.86M
LCGC
254
Legacy Capital Group California
California
$1.83M
Truist Financial
255
Truist Financial
North Carolina
$1.82M
BP
256
Ballentine Partners
Massachusetts
$1.79M
Grantham, Mayo, Van Otterloo & Co (GMO)
257
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.75M
SFA
258
Sequoia Financial Advisors
Ohio
$1.74M
MFS
259
Mirabella Financial Services
United Kingdom
$1.72M
BEAM
260
Baker Ellis Asset Management
Washington
$1.72M
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$1.64M
KCM
262
Kathmere Capital Management
Pennsylvania
$1.63M
SCA
263
Snowden Capital Advisors
New York
$1.63M
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$1.63M
GF
265
Gabelli Funds
New York
$1.59M
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$1.52M
SCM
267
SOL Capital Management
Maryland
$1.51M
Osaic Holdings
268
Osaic Holdings
Arizona
$1.47M
CFB
269
Cullen/Frost Bankers
Texas
$1.47M
FFA
270
Farther Finance Advisors
California
$1.46M
B
271
Bailard
California
$1.44M
PA
272
Pinnacle Associates
New York
$1.42M
CCM
273
Coldstream Capital Management
Washington
$1.39M
MIM
274
Morningstar Investment Management
Illinois
$1.38M
SSA
275
Schonfeld Strategic Advisors
New York
$1.36M