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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
RFP
326
Root Financial Partners
California
$631K
AG
327
Ascent Group
Virginia
$627K
SRC
328
Sage Rhino Capital
California
$620K
OAM
329
Oppenheimer Asset Management
New York
$613K
KFC
330
Klingenstein Fields & Co
New York
$612K
PA
331
Parallel Advisors
California
$611K
CGL
332
Clarius Group LLC
Washington
$611K
FNBOH
333
First National Bank of Hutchinson
Kansas
$607K
BRWA
334
B. Riley Wealth Advisors
Florida
$604K
SIG
335
Stonegate Investment Group
Alabama
$595K
SCP
336
Sivia Capital Partners
California
$590K
MFG
337
Merit Financial Group
Georgia
$588K
Macquarie Group
338
Macquarie Group
Australia
$573K
SA
339
swisspartners Advisors
Switzerland
$573K
Verition Fund Management
340
Verition Fund Management
Connecticut
$570K
SWA
341
Sax Wealth Advisors
New Jersey
$566K
NS
342
NBC Securities
Alabama
$559K
LFA
343
Legacy Financial Advisors
Kentucky
$551K
CWM
344
Cordatus Wealth Management
Pennsylvania
$539K
DWT
345
Dorsey & Whitney Trust
South Dakota
$531K
CAM
346
Cresset Asset Management
Illinois
$527K
BA
347
Bridgewater Advisors
New York
$526K
HWM
348
HB Wealth Management
Georgia
$522K
EWM
349
Empirical Wealth Management
Washington
$521K
SWP
350
Sagespring Wealth Partners
Tennessee
$521K