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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Coldstream Capital Management
Washington
$1.39M +$113K +2,788 +10%
MIM
277
Morningstar Investment Management
Illinois
$1.38M +$1.21M +29,854 New
SSA
278
Schonfeld Strategic Advisors
New York
$1.36M +$554K +13,715 +87%
CG
279
Caprock Group
Idaho
$1.35M +$91K +2,251 +8%
EPIM
280
Evelyn Partners Investment Management
$1.35M +$5.62K +139 +0.5%
CA
281
Cullinan Associates
Kentucky
$1.34M
Walleye Trading
282
Walleye Trading
New York
$1.27M +$736K +18,228 +196%
FFL
283
Future Fund LLC
Illinois
$1.26M -$150K -3,717 -12%
ACA
284
Atlas Capital Advisors
Wyoming
$1.22M +$1.06M +26,301 New
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.19M
NCM
286
Northside Capital Management
Oregon
$1.19M
COI
287
Connable Office Inc
Michigan
$1.18M
PAG
288
Private Advisor Group
New Jersey
$1.18M +$158K +3,906 +18%
X
289
Xponance
Pennsylvania
$1.17M +$1.01M +25,011 New
GWM
290
Greenwich Wealth Management
Connecticut
$1.15M
P
291
&Partners
Tennessee
$1.14M -$118K -2,914 -11%
BTI
292
Blue Trust Inc
Georgia
$1.14M +$32K +791 +3%
USGIU
293
U.S. Global Investors (USGI)
Texas
$1.13M +$990K +24,500 New
CCA
294
Checchi Capital Advisers
California
$1.11M -$40.5K -1,002 -4%
HP
295
Havemeyer Place
Connecticut
$1.08M +$946K +23,425 New
CT
296
Chicago Trust
Illinois
$1.06M -$11.4K -281 -1%
MSFS
297
Main Street Financial Solutions
Pennsylvania
$1.06M -$5.21K -129 -0.6%
SC
298
Solstein Capital
California
$1.05M
UCFA
299
United Capital Financial Advisors
Texas
$1.04M +$96.1K +2,378 +12%
SCP
300
Sivia Capital Partners
California
$1.03M +$316K +7,827 +54%