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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
P
276
&Partners
Tennessee
$1.13M -$261K -6,708 -20%
CCM
277
Coldstream Capital Management
Washington
$1.12M +$43.2K +1,113 +4%
GCM
278
Graham Capital Management
Connecticut
$1.1M -$956K -24,619 -48%
CB
279
Centennial Bank
Arkansas
$1.1M -$130K -3,345 -11%
CG
280
Caprock Group
Idaho
$1.09M +$1.05M +26,971 New
PA
281
Pinnacle Associates
New York
$1.09M
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.05M
NCM
283
Northside Capital Management
Oregon
$1.05M -$664K -17,106 -40%
COI
284
Connable Office Inc
Michigan
$1.04M
CCA
285
Checchi Capital Advisers
California
$1.02M +$11.1K +287 +1%
GWM
286
Greenwich Wealth Management
Connecticut
$1.02M
NWAG
287
Net Worth Advisory Group
Utah
$1.01M -$47.9K -1,234 -5%
BFG
288
Bleakley Financial Group
New Jersey
$996K +$225K +5,793 +31%
Focus Partners Wealth
289
Focus Partners Wealth
Massachusetts
$978K +$3.96K +102 +0.4%
BTI
290
Blue Trust Inc
Georgia
$975K +$56.3K +1,449 +6%
CT
291
Chicago Trust
Illinois
$952K +$96.2K +2,478 +12%
SC
292
Syon Capital
California
$947K +$213K +5,494 +31%
MSFS
293
Main Street Financial Solutions
Pennsylvania
$945K
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$936K +$63.4K +1,633 +8%
BCM
295
Barometer Capital Management
Ontario, Canada
$934K +$322K +8,300 +57%
LOIM
296
Liberty One Investment Management
Illinois
$928K +$83.5K +2,151 +11%
SC
297
Solstein Capital
California
$926K +$187K +4,813 +27%
PAG
298
Private Advisor Group
New Jersey
$881K +$51.3K +1,320 +7%
LAM
299
Lingohr Asset Management
Germany
$880K +$63.3K +1,629 +8%
MWM
300
Massachusetts Wealth Management
Massachusetts
$864K