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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
326
Root Financial Partners
California
$631K +$597K +15,384 New
AG
327
Ascent Group
Virginia
$627K +$1.9K +49 +0.3%
SRC
328
Sage Rhino Capital
California
$620K +$854 +22 +0.1%
OAM
329
Oppenheimer Asset Management
New York
$613K -$188K -4,848 -24%
KFC
330
Klingenstein Fields & Co
New York
$612K
PA
331
Parallel Advisors
California
$611K +$10.5K +271 +2%
CGL
332
Clarius Group LLC
Washington
$611K -$285K -7,331 -33%
FNBOH
333
First National Bank of Hutchinson
Kansas
$607K +$74.5K +1,919 +15%
BRWA
334
B. Riley Wealth Advisors
Florida
$604K -$460K -11,836 -45%
SIG
335
Stonegate Investment Group
Alabama
$595K +$72.2K +1,859 +15%
SCP
336
Sivia Capital Partners
California
$590K +$3.07K +79 +0.6%
MFG
337
Merit Financial Group
Georgia
$588K +$4.66K +120 +0.8%
Macquarie Group
338
Macquarie Group
Australia
$573K -$13.6M -351,271 -96%
SA
339
swisspartners Advisors
Switzerland
$573K
Verition Fund Management
340
Verition Fund Management
Connecticut
$570K -$306K -7,883 -36%
SWA
341
Sax Wealth Advisors
New Jersey
$566K +$1.17K +30 +0.2%
NS
342
NBC Securities
Alabama
$559K -$189K -4,859 -26%
LFA
343
Legacy Financial Advisors
Kentucky
$551K +$27.3K +702 +6%
CWM
344
Cordatus Wealth Management
Pennsylvania
$539K +$2.8K +72 +0.6%
DWT
345
Dorsey & Whitney Trust
South Dakota
$531K -$227K -5,840 -31%
CAM
346
Cresset Asset Management
Illinois
$527K +$5.2K +134 +1%
BA
347
Bridgewater Advisors
New York
$526K -$23.6K -608 -4%
HWM
348
HB Wealth Management
Georgia
$522K +$127K +3,273 +35%
EWM
349
Empirical Wealth Management
Washington
$521K +$185K +4,760 +60%
SWP
350
Sagespring Wealth Partners
Tennessee
$521K +$12.2K +315 +3%