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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
KFC
326
Klingenstein Fields & Co
New York
$612K
PA
327
Parallel Advisors
California
$611K
CGL
328
Clarius Group LLC
Washington
$611K
FNBOH
329
First National Bank of Hutchinson
Kansas
$607K
BRWA
330
B. Riley Wealth Advisors
Florida
$604K
SIG
331
Stonegate Investment Group
Alabama
$595K
SCP
332
Sivia Capital Partners
California
$590K
MFG
333
Merit Financial Group
Georgia
$588K
CAM
334
Cresset Asset Management
Illinois
$582K
Macquarie Group
335
Macquarie Group
Australia
$573K
SA
336
swisspartners Advisors
Switzerland
$573K
Verition Fund Management
337
Verition Fund Management
Connecticut
$570K
SWA
338
Sax Wealth Advisors
New Jersey
$566K
NS
339
NBC Securities
Alabama
$559K
LFA
340
Legacy Financial Advisors
Kentucky
$551K
CWM
341
Cordatus Wealth Management
Pennsylvania
$539K
DWT
342
Dorsey & Whitney Trust
South Dakota
$531K
BA
343
Bridgewater Advisors
New York
$526K
HWM
344
HB Wealth Management
Georgia
$522K
EWM
345
Empirical Wealth Management
Washington
$521K
SWP
346
Sagespring Wealth Partners
Tennessee
$521K
QOP
347
Quinn Opportunity Partners
Virginia
$517K
NO
348
Ninety One
South Africa
$511K
SIM
349
Studio Investment Management
Illinois
$507K
SWM
350
Spire Wealth Management
Virginia
$506K