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UBS Group

367 hedge funds and large institutions have $20.7B invested in UBS Group in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.21%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
47
Increased
120
Reduced
143
Closed
50
Calls
$295M
Puts
$540M
Net Calls
-$245M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$39K -$1.14K -66,506 -3%
Bessemer Group
302
Bessemer Group
New Jersey
$34K -$9.5K -580 -22%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$5.82K -362 -15%
MHR
304
Matthew Hamilton Rosenberg
$33K
BPC
305
Banque Pictet & Cie
Switzerland
$32.9K +$2.7K +168,089 +9%
AWM
306
Accel Wealth Management
Iowa
$32K
PFS
307
Prospera Financial Services
Texas
$29K -$25.5K -1,544 -47%
TWC
308
TD Waterhouse Canada
Ontario, Canada
$28.8K -$11.8K -688 -29%
AF
309
Advisornet Financial
Minnesota
$28K -$27.4K -1,700 -49%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$28K -$10.5K -652 -27%
GRP
311
Global Retirement Partners
California
$26K
TCWA
312
Ten Capital Wealth Advisors
Washington
$24K
FPS
313
Fieldpoint Private Securities
Connecticut
$23K -$76K -4,731 -77%
ZB
314
Zions Bancorporation
Utah
$22K +$692 +42 +3%
BFEC
315
Benjamin F. Edwards & Company
Missouri
$21K +$16.9K +1,033 +413%
VCM
316
Vigilant Capital Management
Maine
$18K +$18K +1,115 New
MCC
317
Money Concepts Capital
Florida
$17K -$12.1K -760 -42%
AF
318
Allworth Financial
California
$17K +$10.4K +641 +156%
WB
319
West Bancorporation
Iowa
$16K -$7.3K -456 -31%
CB
320
Community Bank
New York
$16K
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$15K
FHA
322
First Horizon Advisors
Tennessee
$15K +$3.81K +231 +34%
BFPW
323
BOK Financial Private Wealth
Colorado
$15K +$15K +904 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$14K -$2.3K -137 -14%
SPIA
325
Steward Partners Investment Advisory
New York
$14K