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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 %
AI
276
AdvisorShares Investments
Maryland
$714K -$135K -4,460 -16%
CCA
277
Checchi Capital Advisers
California
$712K +$27.8K +917 +4%
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
$705K -$284K -9,352 -29%
Verition Fund Management
279
Verition Fund Management
Connecticut
$696K -$250K -8,256 -26%
CWAG
280
Compton Wealth Advisory Group
Virginia
$685K – – –
CC
281
Callan Capital
California
$674K +$27.7K +914 +4%
LOIM
282
Liberty One Investment Management
Illinois
$671K -$47.8K -1,576 -7%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$668K +$392K +12,939 +142%
Cambridge Investment Research Advisors
284
Cambridge Investment Research Advisors
Iowa
$646K -$10.6K -351 -2%
BCIM
285
British Columbia Investment Management
British Columbia, Canada
$646K +$646K +21,130 New
MWM
286
Massachusetts Wealth Management
Massachusetts
$639K -$60.6K -2,000 -9%
UCFA
287
United Capital Financial Advisors
Texas
$633K -$84.1K -2,773 -12%
DWT
288
Dorsey & Whitney Trust
South Dakota
$623K +$3.67K +121 +0.6%
MFIM
289
Mesirow Financial Investment Management
Illinois
$615K +$304K +10,040 +98%
SB
290
Simmons Bank
Arkansas
$590K -$161K -5,309 -21%
PA
291
Parallel Advisors
California
$580K +$69.9K +2,305 +14%
OQS
292
Occudo Quantitative Strategies
Florida
$580K -$435K -14,346 -43%
SIA
293
SkyView Investment Advisors
New Jersey
$565K +$565K +18,628 New
IC
294
IEQ Capital
California
$562K +$36.1K +1,192 +7%
OIA
295
OneDigital Investment Advisors
Kansas
$555K +$333K +10,990 +150%
SC
296
Solstein Capital
California
$544K -$4.94K -162 -0.9%
OAM
297
Oppenheimer Asset Management
New York
$543K -$34.6K -1,141 -6%
CGL
298
Clarius Group LLC
Washington
$543K -$25.8K -850 -5%
WA
299
Waverly Advisors
Alabama
$534K +$534K +17,620 New
PP
300
PDS Planning
Ohio
$532K +$33.4K +1,101 +7%
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