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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
LG
351
Leuthold Group
Minnesota
$505K
PWPS
352
Pinnacle Wealth Planning Services
Ohio
$505K
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$497K
Walleye Capital
354
Walleye Capital
New York
$493K
EWA
355
EverSource Wealth Advisors
Alabama
$491K
SWM
356
Seed Wealth Management
Illinois
$490K
MWM
357
Mission Wealth Management
California
$486K
CIS
358
Custom Index Systems
New York
$480K
FA
359
FDx Advisors
Illinois
$472K
AWM
360
Aprio Wealth Management
Georgia
$467K
ATIA
361
American Trust Investment Advisors
New Hampshire
$463K
CIA
362
Concurrent Investment Advisors
Florida
$458K
MFIM
363
Mesirow Financial Investment Management
Illinois
$457K
SPIA
364
Steward Partners Investment Advisory
New York
$457K
KOCAA
365
Knights of Columbus Asset Advisors
Connecticut
$456K
BF
366
Brucke Financial
Indiana
$456K
DWM
367
Drive Wealth Management
Utah
$455K
CWM
368
Calamos Wealth Management
Illinois
$453K
MHIP
369
Mountain Hill Investment Partners
New Jersey
$451K
VWM
370
Venturi Wealth Management
Texas
$450K
SI
371
Stephens Inc
Arkansas
$445K
DC
372
Davenport & Co
Virginia
$445K
DOA
373
D'Orazio & Associates
Virginia
$442K
DTL
374
Dynamic Technology Lab
Singapore
$440K
SF
375
Synovus Financial
Georgia
$437K