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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
351
Liberty One Investment Management
Illinois
$672K
KeyBank National Association
352
KeyBank National Association
Ohio
$670K
NW
353
NewEdge Wealth
Pennsylvania
$665K
SRC
354
Sage Rhino Capital
California
$658K
CAM
355
Cresset Asset Management
Illinois
$653K
SA
356
swisspartners Advisors
Switzerland
$652K
SWA
357
Sax Wealth Advisors
New Jersey
$648K
BRWA
358
B. Riley Wealth Advisors
Florida
$633K
SC
359
Savant Capital
Illinois
$629K
LFA
360
Legacy Financial Advisors
Kentucky
$629K
HF
361
HRT Financial
New York
$628K
MFG
362
Merit Financial Group
Georgia
$628K
EWA
363
EverSource Wealth Advisors
Alabama
$625K
DC
364
Davenport & Co
Virginia
$622K
NS
365
NBC Securities
Alabama
$612K
CWM
366
Cordatus Wealth Management
Pennsylvania
$590K
QOP
367
Quinn Opportunity Partners
Virginia
$584K
NO
368
Ninety One
South Africa
$584K
DWM
369
Drive Wealth Management
Utah
$583K
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$579K
EWA
371
EP Wealth Advisors
California
$579K
LG
372
Leuthold Group
Minnesota
$572K
SWM
373
Spire Wealth Management
Virginia
$569K
EPIMS
374
Evelyn Partners Investment Management Services
$565K
SI
375
Stephens Inc
Arkansas
$562K