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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
CG
276
Caprock Group
Idaho
$1.09M
PA
277
Pinnacle Associates
New York
$1.09M
JWA
278
JFS Wealth Advisors
Pennsylvania
$1.05M
NCM
279
Northside Capital Management
Oregon
$1.05M
COI
280
Connable Office Inc
Michigan
$1.04M
CCA
281
Checchi Capital Advisers
California
$1.02M
GWM
282
Greenwich Wealth Management
Connecticut
$1.02M
NWAG
283
Net Worth Advisory Group
Utah
$1.01M
BFG
284
Bleakley Financial Group
New Jersey
$996K
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$978K
BTI
286
Blue Trust Inc
Georgia
$975K
CT
287
Chicago Trust
Illinois
$952K
SC
288
Syon Capital
California
$947K
MSFS
289
Main Street Financial Solutions
Pennsylvania
$945K
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$936K
BCM
291
Barometer Capital Management
Ontario, Canada
$934K
LOIM
292
Liberty One Investment Management
Illinois
$928K
SC
293
Solstein Capital
California
$926K
PAG
294
Private Advisor Group
New Jersey
$881K
LAM
295
Lingohr Asset Management
Germany
$880K
MWM
296
Massachusetts Wealth Management
Massachusetts
$864K
AC
297
AlphaCore Capital
California
$863K
UCFA
298
United Capital Financial Advisors
Texas
$821K
CI
299
Corient IA
Florida
$820K
USCWA
300
U.S. Capital Wealth Advisors
Texas
$805K