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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
276
Caprock Group
Idaho
$1.35M
EPIM
277
Evelyn Partners Investment Management
$1.35M
CA
278
Cullinan Associates
Kentucky
$1.34M
Walleye Trading
279
Walleye Trading
New York
$1.27M
FFL
280
Future Fund LLC
Illinois
$1.26M
ACA
281
Atlas Capital Advisors
Wyoming
$1.22M
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.19M
NCM
283
Northside Capital Management
Oregon
$1.19M
COI
284
Connable Office Inc
Michigan
$1.18M
PAG
285
Private Advisor Group
New Jersey
$1.18M
X
286
Xponance
Pennsylvania
$1.17M
GWM
287
Greenwich Wealth Management
Connecticut
$1.15M
P
288
&Partners
Tennessee
$1.14M
BTI
289
Blue Trust Inc
Georgia
$1.14M
USGIU
290
U.S. Global Investors (USGI)
Texas
$1.13M
CCA
291
Checchi Capital Advisers
California
$1.11M
HP
292
Havemeyer Place
Connecticut
$1.08M
CT
293
Chicago Trust
Illinois
$1.06M
MSFS
294
Main Street Financial Solutions
Pennsylvania
$1.06M
SC
295
Solstein Capital
California
$1.05M
UCFA
296
United Capital Financial Advisors
Texas
$1.04M
SCP
297
Sivia Capital Partners
California
$1.03M
SC
298
Syon Capital
California
$1.02M
BIG
299
Brooklyn Investment Group
New York
$1M
KPWS
300
Kestra Private Wealth Services
Texas
$998K