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UBS Group

614 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
614
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
AG
326
Ascent Group
Virginia
$627K
SRC
327
Sage Rhino Capital
California
$620K
OAM
328
Oppenheimer Asset Management
New York
$613K
KFC
329
Klingenstein Fields & Co
New York
$612K
PA
330
Parallel Advisors
California
$611K
CGL
331
Clarius Group LLC
Washington
$611K
FNBOH
332
First National Bank of Hutchinson
Kansas
$607K
BRWA
333
B. Riley Wealth Advisors
Florida
$604K
SIG
334
Stonegate Investment Group
Alabama
$595K
SCP
335
Sivia Capital Partners
California
$590K
MFG
336
Merit Financial Group
Georgia
$588K
Macquarie Group
337
Macquarie Group
Australia
$573K
SA
338
swisspartners Advisors
Switzerland
$573K
Verition Fund Management
339
Verition Fund Management
Connecticut
$570K
SWA
340
Sax Wealth Advisors
New Jersey
$566K
NS
341
NBC Securities
Alabama
$559K
LFA
342
Legacy Financial Advisors
Kentucky
$551K
CWM
343
Cordatus Wealth Management
Pennsylvania
$539K
DWT
344
Dorsey & Whitney Trust
South Dakota
$531K
CAM
345
Cresset Asset Management
Illinois
$527K
BA
346
Bridgewater Advisors
New York
$526K
HWM
347
HB Wealth Management
Georgia
$522K
EWM
348
Empirical Wealth Management
Washington
$521K
SWP
349
Sagespring Wealth Partners
Tennessee
$521K
QOP
350
Quinn Opportunity Partners
Virginia
$517K