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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
ICP
326
Impact Capital Partners
Colorado
$776K
BBHC
327
Brown Brothers Harriman & Co
New York
$774K
HCA
328
Harbour Capital Advisors
Virginia
$760K
AG
329
Ascent Group
Virginia
$758K
WA
330
Waverly Advisors
Alabama
$757K
RFP
331
Root Financial Partners
California
$750K
CIEC
332
Crédit Industriel et Commercial
France
$743K
SWP
333
Sagespring Wealth Partners
Tennessee
$736K
EWM
334
Empirical Wealth Management
Washington
$736K
GRP
335
Global Retirement Partners
California
$732K
PA
336
Parallel Advisors
California
$725K
CA
337
Clearstead Advisors
Ohio
$721K
DWT
338
Dorsey & Whitney Trust
South Dakota
$719K
WANY
339
Wealthspire Advisors (New York)
New York
$717K
BHPW
340
Beverly Hills Private Wealth
California
$717K
CGL
341
Clarius Group LLC
Washington
$704K
CIA
342
Concurrent Investment Advisors
Florida
$698K
OAM
343
Oppenheimer Asset Management
New York
$697K
WPA
344
Winning Points Advisors
Florida
$695K
CCI
345
Credit Capital Investments
New Jersey
$695K
GCM
346
Gallacher Capital Management
Colorado
$692K
KFC
347
Klingenstein Fields & Co
New York
$691K
FNBOH
348
First National Bank of Hutchinson
Kansas
$685K
HWM
349
HB Wealth Management
Georgia
$680K
BA
350
Bridgewater Advisors
New York
$674K