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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
UCFA
301
United Capital Financial Advisors
Texas
$821K
CI
302
Corient IA
Florida
$820K
USCWA
303
U.S. Capital Wealth Advisors
Texas
$805K
SIA
304
SkyView Investment Advisors
New Jersey
$804K
BCIM
305
British Columbia Investment Management
British Columbia, Canada
$802K
PCS
306
Personal CFO Solutions
New Jersey
$793K
PP
307
PDS Planning
Ohio
$792K
TWC
308
TD Waterhouse Canada
Ontario, Canada
$787K
CFG
309
Citizens Financial Group
Rhode Island
$773K
NVCHI
310
New Vernon Capital Holdings II
New Jersey
$764K
PFS
311
Prospera Financial Services
Texas
$753K
OIA
312
OneDigital Investment Advisors
Kansas
$721K
GCM
313
Gallacher Capital Management
Colorado
$708K
GFP
314
Gryphon Financial Partners
Ohio
$683K
VCM
315
Versant Capital Management
Arizona
$679K
SC
316
Savant Capital
Illinois
$668K
HCA
317
Harbour Capital Advisors
Virginia
$663K
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$657K
FFA
319
Farther Finance Advisors
California
$656K
VFA
320
Valeo Financial Advisors
Indiana
$645K
SSA
321
Schonfeld Strategic Advisors
New York
$644K
WA
322
Waverly Advisors
Alabama
$643K
CA
323
Clearstead Advisors
Ohio
$638K
RCAG
324
Rehmann Capital Advisory Group
Michigan
$638K
BBHC
325
Brown Brothers Harriman & Co
New York
$633K