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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
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$990K
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$989K
MWM
303
Massachusetts Wealth Management
Massachusetts
$976K
TMC
304
Themes Management Co
Connecticut
$941K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$932K
CB
306
Centennial Bank
Arkansas
$931K
USCWA
307
U.S. Capital Wealth Advisors
Texas
$922K
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$913K
UOTTAIMCU
309
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$910K
FAM
310
Fred Alger Management
New York
$905K
ISWM
311
Intesa Sanpaolo Wealth Management
$904K
GFP
312
Gryphon Financial Partners
Ohio
$903K
SIA
313
SkyView Investment Advisors
New Jersey
$895K
PCS
314
Personal CFO Solutions
New Jersey
$882K
CFG
315
Citizens Financial Group
Rhode Island
$874K
NVCHI
316
New Vernon Capital Holdings II
New Jersey
$863K
PP
317
PDS Planning
Ohio
$858K
PFS
318
Prospera Financial Services
Texas
$845K
VCM
319
Versant Capital Management
Arizona
$843K
AC
320
AlphaCore Capital
California
$832K
NWAG
321
Net Worth Advisory Group
Utah
$829K
Envestnet Portfolio Solutions
322
Envestnet Portfolio Solutions
Illinois
$813K
OIA
323
OneDigital Investment Advisors
Kansas
$794K
VFA
324
Valeo Financial Advisors
Indiana
$777K
ICP
325
Impact Capital Partners
Colorado
$776K