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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$813K +$62K +1,535 +10%
OIA
327
OneDigital Investment Advisors
Kansas
$794K -$17.4K -431 -2%
VFA
328
Valeo Financial Advisors
Indiana
$777K +$42.9K +1,061 +7%
ICP
329
Impact Capital Partners
Colorado
$776K +$265K +6,571 +65%
BBHC
330
Brown Brothers Harriman & Co
New York
$774K +$51.8K +1,282 +8%
HCA
331
Harbour Capital Advisors
Virginia
$760K -$2.63K -65 -0.4%
AG
332
Ascent Group
Virginia
$758K +$43.2K +1,068 +7%
BWA
333
Basecamp Wealth Advisors
Washington
$757K +$661K +16,353 New
WA
334
Waverly Advisors
Alabama
$757K +$27.1K +671 +4%
RFP
335
Root Financial Partners
California
$750K +$32.4K +803 +5%
CIEC
336
Crédit Industriel et Commercial
France
$743K -$1.53M -37,950 -70%
SWP
337
Sagespring Wealth Partners
Tennessee
$736K +$129K +3,188 +25%
EWM
338
Empirical Wealth Management
Washington
$736K +$128K +3,177 +25%
GRP
339
Global Retirement Partners
California
$732K +$413K +10,227 +183%
PA
340
Parallel Advisors
California
$725K +$29.9K +741 +5%
CA
341
Clearstead Advisors
Ohio
$721K
DWT
342
Dorsey & Whitney Trust
South Dakota
$719K +$105K +2,590 +20%
WANY
343
Wealthspire Advisors (New York)
New York
$717K +$397K +9,834 +174%
BHPW
344
Beverly Hills Private Wealth
California
$717K -$700K -17,314 -53%
CGL
345
Clarius Group LLC
Washington
$704K +$12.2K +303 +2%
CIA
346
Concurrent Investment Advisors
Florida
$698K +$158K +3,919 +35%
OAM
347
Oppenheimer Asset Management
New York
$697K +$4.2K +104 +0.7%
WPA
348
Winning Points Advisors
Florida
$695K +$1.61M +39,780 New
CCI
349
Credit Capital Investments
New Jersey
$695K -$606K -15,000 -50%
GCM
350
Gallacher Capital Management
Colorado
$692K -$94K -2,326 -13%