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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
SIM
351
Studio Investment Management
Illinois
$507K
SWM
352
Spire Wealth Management
Virginia
$506K
LG
353
Leuthold Group
Minnesota
$505K
PWPS
354
Pinnacle Wealth Planning Services
Ohio
$505K
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$497K
Walleye Capital
356
Walleye Capital
New York
$493K
EWA
357
EverSource Wealth Advisors
Alabama
$491K
SWM
358
Seed Wealth Management
Illinois
$490K
MWM
359
Mission Wealth Management
California
$486K
CIS
360
Custom Index Systems
New York
$480K
FA
361
FDx Advisors
Illinois
$472K
AWM
362
Aprio Wealth Management
Georgia
$467K
ATIA
363
American Trust Investment Advisors
New Hampshire
$463K
CIA
364
Concurrent Investment Advisors
Florida
$458K
MFIM
365
Mesirow Financial Investment Management
Illinois
$457K
SPIA
366
Steward Partners Investment Advisory
New York
$457K
KOCAA
367
Knights of Columbus Asset Advisors
Connecticut
$456K
BF
368
Brucke Financial
Indiana
$456K
DWM
369
Drive Wealth Management
Utah
$455K
CWM
370
Calamos Wealth Management
Illinois
$453K
MHIP
371
Mountain Hill Investment Partners
New Jersey
$451K
VWM
372
Venturi Wealth Management
Texas
$450K
SI
373
Stephens Inc
Arkansas
$445K
DC
374
Davenport & Co
Virginia
$445K
DOA
375
D'Orazio & Associates
Virginia
$442K