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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
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
BBHC
326
Brown Brothers Harriman & Co
New York
$774K
HCA
327
Harbour Capital Advisors
Virginia
$760K
AG
328
Ascent Group
Virginia
$758K
WA
329
Waverly Advisors
Alabama
$757K
RFP
330
Root Financial Partners
California
$750K
CIEC
331
Crédit Industriel et Commercial
France
$743K
SWP
332
Sagespring Wealth Partners
Tennessee
$736K
EWM
333
Empirical Wealth Management
Washington
$736K
GRP
334
Global Retirement Partners
California
$732K
PA
335
Parallel Advisors
California
$725K
CA
336
Clearstead Advisors
Ohio
$721K
DWT
337
Dorsey & Whitney Trust
South Dakota
$719K
WANY
338
Wealthspire Advisors (New York)
New York
$717K
BHPW
339
Beverly Hills Private Wealth
California
$717K
CGL
340
Clarius Group LLC
Washington
$704K
CIA
341
Concurrent Investment Advisors
Florida
$698K
OAM
342
Oppenheimer Asset Management
New York
$697K
WPA
343
Winning Points Advisors
Florida
$695K
CCI
344
Credit Capital Investments
New Jersey
$695K
GCM
345
Gallacher Capital Management
Colorado
$692K
KFC
346
Klingenstein Fields & Co
New York
$691K
FNBOH
347
First National Bank of Hutchinson
Kansas
$685K
HWM
348
HB Wealth Management
Georgia
$680K
BA
349
Bridgewater Advisors
New York
$674K
LOIM
350
Liberty One Investment Management
Illinois
$672K