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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
QOP
351
Quinn Opportunity Partners
Virginia
$517K
NO
352
Ninety One
South Africa
$511K +$486K +12,516 New
SIM
353
Studio Investment Management
Illinois
$507K -$29.7K -766 -6%
SWM
354
Spire Wealth Management
Virginia
$506K -$42.1K -1,085 -8%
LG
355
Leuthold Group
Minnesota
$505K
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$505K -$8.04K -207 -2%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$497K +$370K +9,528 +366%
Walleye Capital
358
Walleye Capital
New York
$493K +$216K +5,552 +86%
EWA
359
EverSource Wealth Advisors
Alabama
$491K +$32.4K +835 +7%
SWM
360
Seed Wealth Management
Illinois
$490K -$11.7K -300 -2%
MWM
361
Mission Wealth Management
California
$486K -$777 -20 -0.2%
CIS
362
Custom Index Systems
New York
$480K
FA
363
FDx Advisors
Illinois
$472K -$33.2K -856 -7%
AWM
364
Aprio Wealth Management
Georgia
$467K +$77.8K +2,003 +21%
ATIA
365
American Trust Investment Advisors
New Hampshire
$463K
CIA
366
Concurrent Investment Advisors
Florida
$458K +$40K +1,030 +10%
SC
367
Savant Capital
Illinois
$457K +$196K +5,034 +82%
MFIM
368
Mesirow Financial Investment Management
Illinois
$457K +$67.6K +1,741 +19%
SPIA
369
Steward Partners Investment Advisory
New York
$457K +$25.2K +648 +6%
KOCAA
370
Knights of Columbus Asset Advisors
Connecticut
$456K +$68.9K +1,775 +19%
BF
371
Brucke Financial
Indiana
$456K -$271K -6,989 -37%
DWM
372
Drive Wealth Management
Utah
$455K +$17.4K +449 +4%
CWM
373
Calamos Wealth Management
Illinois
$453K +$52.7K +1,357 +14%
MHIP
374
Mountain Hill Investment Partners
New Jersey
$451K
VWM
375
Venturi Wealth Management
Texas
$450K +$40.3K +1,037 +10%