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UBS Group

614 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
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
NO
351
Ninety One
South Africa
$511K
SIM
352
Studio Investment Management
Illinois
$507K
SWM
353
Spire Wealth Management
Virginia
$506K
LG
354
Leuthold Group
Minnesota
$505K
PWPS
355
Pinnacle Wealth Planning Services
Ohio
$505K
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$497K
Walleye Capital
357
Walleye Capital
New York
$493K
EWA
358
EverSource Wealth Advisors
Alabama
$491K
SWM
359
Seed Wealth Management
Illinois
$490K
MWM
360
Mission Wealth Management
California
$486K
CIS
361
Custom Index Systems
New York
$480K
FA
362
FDx Advisors
Illinois
$472K
AWM
363
Aprio Wealth Management
Georgia
$467K
ATIA
364
American Trust Investment Advisors
New Hampshire
$463K
CIA
365
Concurrent Investment Advisors
Florida
$458K
SC
366
Savant Capital
Illinois
$457K
MFIM
367
Mesirow Financial Investment Management
Illinois
$457K
SPIA
368
Steward Partners Investment Advisory
New York
$457K
KOCAA
369
Knights of Columbus Asset Advisors
Connecticut
$456K
BF
370
Brucke Financial
Indiana
$456K
DWM
371
Drive Wealth Management
Utah
$455K
CWM
372
Calamos Wealth Management
Illinois
$453K
MHIP
373
Mountain Hill Investment Partners
New Jersey
$451K
VWM
374
Venturi Wealth Management
Texas
$450K
SI
375
Stephens Inc
Arkansas
$445K