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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
301
Susquehanna International Group
Pennsylvania
$990K
Cambridge Investment Research Advisors
302
Cambridge Investment Research Advisors
Iowa
$989K
MWM
303
Massachusetts Wealth Management
Massachusetts
$976K
TMC
304
Themes Management Co
Connecticut
$941K
TWC
305
TD Waterhouse Canada
Ontario, Canada
$932K
CB
306
Centennial Bank
Arkansas
$931K
USCWA
307
U.S. Capital Wealth Advisors
Texas
$922K
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$913K
RCAG
309
Rehmann Capital Advisory Group
Michigan
$910K
UOTTAIMCU
310
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$910K
FAM
311
Fred Alger Management
New York
$905K
ISWM
312
Intesa Sanpaolo Wealth Management
$904K
GFP
313
Gryphon Financial Partners
Ohio
$903K
SIA
314
SkyView Investment Advisors
New Jersey
$895K
PCS
315
Personal CFO Solutions
New Jersey
$882K
CFG
316
Citizens Financial Group
Rhode Island
$874K
NVCHI
317
New Vernon Capital Holdings II
New Jersey
$863K
PP
318
PDS Planning
Ohio
$858K
PFS
319
Prospera Financial Services
Texas
$845K
VCM
320
Versant Capital Management
Arizona
$843K
AC
321
AlphaCore Capital
California
$832K
NWAG
322
Net Worth Advisory Group
Utah
$829K
Envestnet Portfolio Solutions
323
Envestnet Portfolio Solutions
Illinois
$813K
OIA
324
OneDigital Investment Advisors
Kansas
$794K
VFA
325
Valeo Financial Advisors
Indiana
$777K