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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
SI
376
Stephens Inc
Arkansas
$445K
DC
377
Davenport & Co
Virginia
$445K +$62.9K +1,620 +18%
DOA
378
D'Orazio & Associates
Virginia
$442K -$1.98K -51 -0.5%
DTL
379
Dynamic Technology Lab
Singapore
$440K +$417K +10,736 New
SF
380
Synovus Financial
Georgia
$437K -$20.4K -525 -5%
SMA
381
Sage Mountain Advisors
Georgia
$436K +$1.82K +47 +0.4%
MEAC
382
M.E. Allison & Co
Texas
$433K -$42.7K -1,100 -9%
IRC
383
Investors Research Corp
Georgia
$423K -$31.3K -807 -7%
SAM
384
Smartleaf Asset Management
Massachusetts
$418K +$95K +2,446 +32%
ICP
385
Impact Capital Partners
Colorado
$417K +$7.3K +188 +2%
OL
386
Optas LLC
Texas
$414K +$6.21K +160 +2%
HF
387
HRT Financial
New York
$409K -$282K -7,259 -42%
DADC
388
D.A. Davidson & Co
Montana
$407K +$932 +24 +0.2%
CP
389
Covenant Partners
Tennessee
$406K
AWA
390
Arkadios Wealth Advisors
Georgia
$405K +$11.7K +301 +3%
HH
391
Hilltop Holdings
Texas
$392K +$31K +797 +9%
KeyBank National Association
392
KeyBank National Association
Ohio
$383K +$74.1K +1,909 +26%
KP
393
Keel Point
Alabama
$382K -$6.68K -172 -2%
WPC
394
Wedmont Private Capital
Pennsylvania
$381K +$2.76K +71 +0.8%
Walleye Trading
395
Walleye Trading
New York
$381K -$2.09M -53,929 -85%
JSW
396
Journey Strategic Wealth
New Jersey
$378K +$16.7K +431 +5%
PNC
397
Park National Corp
Ohio
$376K +$53.9K +1,389 +18%
BNP Paribas Financial Markets
398
BNP Paribas Financial Markets
France
$373K -$1.68M -43,248 -83%
William Blair & Company
399
William Blair & Company
Illinois
$372K +$738 +19 +0.2%
STA
400
Summit Trail Advisors
New York
$365K +$77.4K +1,994 +29%