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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
CCM
276
Coldstream Capital Management
Washington
$1.12M
GCM
277
Graham Capital Management
Connecticut
$1.1M
CB
278
Centennial Bank
Arkansas
$1.1M
CG
279
Caprock Group
Idaho
$1.09M
PA
280
Pinnacle Associates
New York
$1.09M
JWA
281
JFS Wealth Advisors
Pennsylvania
$1.05M
NCM
282
Northside Capital Management
Oregon
$1.05M
COI
283
Connable Office Inc
Michigan
$1.04M
CCA
284
Checchi Capital Advisers
California
$1.02M
GWM
285
Greenwich Wealth Management
Connecticut
$1.02M
NWAG
286
Net Worth Advisory Group
Utah
$1.01M
BFG
287
Bleakley Financial Group
New Jersey
$996K
Focus Partners Wealth
288
Focus Partners Wealth
Massachusetts
$978K
BTI
289
Blue Trust Inc
Georgia
$975K
CT
290
Chicago Trust
Illinois
$952K
SC
291
Syon Capital
California
$947K
MSFS
292
Main Street Financial Solutions
Pennsylvania
$945K
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$936K
BCM
294
Barometer Capital Management
Ontario, Canada
$934K
LOIM
295
Liberty One Investment Management
Illinois
$928K
SC
296
Solstein Capital
California
$926K
PAG
297
Private Advisor Group
New Jersey
$881K
LAM
298
Lingohr Asset Management
Germany
$880K
MWM
299
Massachusetts Wealth Management
Massachusetts
$864K
AC
300
AlphaCore Capital
California
$863K