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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Syon Capital
California
$1.02M -$46K -1,138 -5%
BIG
302
Brooklyn Investment Group
New York
$1M +$869K +21,514 New
KPWS
303
Kestra Private Wealth Services
Texas
$998K +$671K +16,605 +335%
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$990K -$6.88M -170,238 -89%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$989K -$59.6K -1,476 -6%
MWM
306
Massachusetts Wealth Management
Massachusetts
$976K
TMC
307
Themes Management Co
Connecticut
$941K +$821K +20,311 New
TWC
308
TD Waterhouse Canada
Ontario, Canada
$932K +$26.3K +650 +3%
CB
309
Centennial Bank
Arkansas
$931K -$283K -7,005 -26%
USCWA
310
U.S. Capital Wealth Advisors
Texas
$922K +$10.5K +260 +1%
BCIM
311
British Columbia Investment Management
British Columbia, Canada
$913K -$1.78K -44 -0.2%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$910K +$165K +4,089 +26%
UOTTAIMCU
313
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$910K +$794K +19,656 New
FAM
314
Fred Alger Management
New York
$905K +$789K +19,535 New
ISWM
315
Intesa Sanpaolo Wealth Management
$904K +$783K +19,384 New
GFP
316
Gryphon Financial Partners
Ohio
$903K +$115K +2,850 +17%
SIA
317
SkyView Investment Advisors
New Jersey
$895K -$11.5K -285 -1%
PCS
318
Personal CFO Solutions
New Jersey
$882K -$12.3K -305 -2%
CFG
319
Citizens Financial Group
Rhode Island
$874K +$1.17K +29 +0.2%
NVCHI
320
New Vernon Capital Holdings II
New Jersey
$863K
PP
321
PDS Planning
Ohio
$858K -$31.6K -783 -4%
PFS
322
Prospera Financial Services
Texas
$845K -$4.69K -116 -0.6%
VCM
323
Versant Capital Management
Arizona
$843K +$66.6K +1,649 +10%
AC
324
AlphaCore Capital
California
$832K -$125K -3,092 -15%
NWAG
325
Net Worth Advisory Group
Utah
$829K -$276K -6,831 -28%