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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
KFC
351
Klingenstein Fields & Co
New York
$691K
FNBOH
352
First National Bank of Hutchinson
Kansas
$685K -$485 -12 -0.1%
HWM
353
HB Wealth Management
Georgia
$680K +$79.1K +1,957 +15%
BA
354
Bridgewater Advisors
New York
$674K +$15.6K +385 +3%
LOIM
355
Liberty One Investment Management
Illinois
$672K -$329K -8,131 -36%
KeyBank National Association
356
KeyBank National Association
Ohio
$670K +$207K +5,121 +55%
NW
357
NewEdge Wealth
Pennsylvania
$665K +$303K +7,504 +110%
SRC
358
Sage Rhino Capital
California
$658K -$36.4K -901 -6%
CAM
359
Cresset Asset Management
Illinois
$653K +$49.9K +1,234 +10%
SA
360
swisspartners Advisors
Switzerland
$652K
SWA
361
Sax Wealth Advisors
New Jersey
$648K +$7.51K +186 +1%
BRWA
362
B. Riley Wealth Advisors
Florida
$633K -$42.8K -1,060 -7%
SC
363
Savant Capital
Illinois
$629K +$98.1K +2,429 +22%
LFA
364
Legacy Financial Advisors
Kentucky
$629K +$6.18K +153 +1%
HF
365
HRT Financial
New York
$628K +$144K +3,573 +36%
MFG
366
Merit Financial Group
Georgia
$628K -$31.8K -787 -5%
EWA
367
EverSource Wealth Advisors
Alabama
$625K +$61.3K +1,516 +13%
DC
368
Davenport & Co
Virginia
$622K +$104K +2,566 +24%
NS
369
NBC Securities
Alabama
$612K -$16.9K -419 -3%
CWM
370
Cordatus Wealth Management
Pennsylvania
$590K -$16.2K -401 -3%
QOP
371
Quinn Opportunity Partners
Virginia
$584K
NO
372
Ninety One
South Africa
$584K
DWM
373
Drive Wealth Management
Utah
$583K +$60.6K +1,500 +14%
PWPS
374
Pinnacle Wealth Planning Services
Ohio
$579K +$7.64K +189 +2%
EWA
375
EP Wealth Advisors
California
$579K +$505K +12,494 New