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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
CI
301
Corient IA
Florida
$820K
USCWA
302
U.S. Capital Wealth Advisors
Texas
$805K
BCIM
303
British Columbia Investment Management
British Columbia, Canada
$802K
PCS
304
Personal CFO Solutions
New Jersey
$793K
PP
305
PDS Planning
Ohio
$792K
TWC
306
TD Waterhouse Canada
Ontario, Canada
$787K
CFG
307
Citizens Financial Group
Rhode Island
$773K
NVCHI
308
New Vernon Capital Holdings II
New Jersey
$764K
PFS
309
Prospera Financial Services
Texas
$753K
OIA
310
OneDigital Investment Advisors
Kansas
$721K
GCM
311
Gallacher Capital Management
Colorado
$708K
GFP
312
Gryphon Financial Partners
Ohio
$683K
VCM
313
Versant Capital Management
Arizona
$679K
SC
314
Savant Capital
Illinois
$668K
HCA
315
Harbour Capital Advisors
Virginia
$663K
Envestnet Portfolio Solutions
316
Envestnet Portfolio Solutions
Illinois
$657K
FFA
317
Farther Finance Advisors
California
$656K
VFA
318
Valeo Financial Advisors
Indiana
$645K
SSA
319
Schonfeld Strategic Advisors
New York
$644K
WA
320
Waverly Advisors
Alabama
$643K
CA
321
Clearstead Advisors
Ohio
$638K
RCAG
322
Rehmann Capital Advisory Group
Michigan
$638K
BBHC
323
Brown Brothers Harriman & Co
New York
$633K
RFP
324
Root Financial Partners
California
$631K
AG
325
Ascent Group
Virginia
$627K