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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
GCM
276
Graham Capital Management
Connecticut
$1.1M
CB
277
Centennial Bank
Arkansas
$1.1M
CG
278
Caprock Group
Idaho
$1.09M
PA
279
Pinnacle Associates
New York
$1.09M
JWA
280
JFS Wealth Advisors
Pennsylvania
$1.05M
NCM
281
Northside Capital Management
Oregon
$1.05M
COI
282
Connable Office Inc
Michigan
$1.04M
CCA
283
Checchi Capital Advisers
California
$1.02M
GWM
284
Greenwich Wealth Management
Connecticut
$1.02M
NWAG
285
Net Worth Advisory Group
Utah
$1.01M
BFG
286
Bleakley Financial Group
New Jersey
$996K
Focus Partners Wealth
287
Focus Partners Wealth
Massachusetts
$978K
BTI
288
Blue Trust Inc
Georgia
$975K
CT
289
Chicago Trust
Illinois
$952K
SC
290
Syon Capital
California
$947K
MSFS
291
Main Street Financial Solutions
Pennsylvania
$945K
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$936K
BCM
293
Barometer Capital Management
Ontario, Canada
$934K
LOIM
294
Liberty One Investment Management
Illinois
$928K
SC
295
Solstein Capital
California
$926K
PAG
296
Private Advisor Group
New Jersey
$881K
LAM
297
Lingohr Asset Management
Germany
$880K
MWM
298
Massachusetts Wealth Management
Massachusetts
$864K
AC
299
AlphaCore Capital
California
$863K
UCFA
300
United Capital Financial Advisors
Texas
$821K