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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
301
AlphaCore Capital
California
$863K +$737K +18,973 +913%
UCFA
302
United Capital Financial Advisors
Texas
$821K +$44.3K +1,140 +6%
CI
303
Corient IA
Florida
$820K
USCWA
304
U.S. Capital Wealth Advisors
Texas
$805K +$38K +979 +5%
SIA
305
SkyView Investment Advisors
New Jersey
$804K +$5.05K +130 +0.7%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$802K +$322K +8,295 +73%
PCS
307
Personal CFO Solutions
New Jersey
$793K +$6.06K +156 +0.8%
PP
308
PDS Planning
Ohio
$792K +$25.2K +650 +3%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$787K -$20.4K -525 -3%
CFG
310
Citizens Financial Group
Rhode Island
$773K +$247K +6,367 +51%
NVCHI
311
New Vernon Capital Holdings II
New Jersey
$764K +$723K +18,627 New
PFS
312
Prospera Financial Services
Texas
$753K -$2.8K -72 -0.4%
OIA
313
OneDigital Investment Advisors
Kansas
$721K +$7.26K +187 +1%
GCM
314
Gallacher Capital Management
Colorado
$708K +$60.5K +1,557 +10%
GFP
315
Gryphon Financial Partners
Ohio
$683K +$164K +4,231 +34%
VCM
316
Versant Capital Management
Arizona
$679K -$20.6K -530 -3%
HCA
317
Harbour Capital Advisors
Virginia
$663K +$629K +16,205 New
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$657K +$1.4K +36 +0.2%
FFA
319
Farther Finance Advisors
California
$656K +$88.2K +2,270 +17%
VFA
320
Valeo Financial Advisors
Indiana
$645K +$63K +1,623 +12%
SSA
321
Schonfeld Strategic Advisors
New York
$644K +$610K +15,711 New
WA
322
Waverly Advisors
Alabama
$643K +$4.39K +113 +0.7%
CA
323
Clearstead Advisors
Ohio
$638K
RCAG
324
Rehmann Capital Advisory Group
Michigan
$638K -$83.7K -2,154 -12%
BBHC
325
Brown Brothers Harriman & Co
New York
$633K