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UBS Group

690 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: 618690 (+72)

Holders
690
Holders Change
+72
Holders Change %
+11.65%
% of All Funds
8.39%
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
LG
376
Leuthold Group
Minnesota
$572K +$727 +18 +0.1%
SWM
377
Spire Wealth Management
Virginia
$569K -$2.5K -62 -0.5%
EPIMS
378
Evelyn Partners Investment Management Services
$565K +$162K +4,009 +49%
SI
379
Stephens Inc
Arkansas
$562K +$51.5K +1,274 +12%
VWM
380
Venturi Wealth Management
Texas
$559K +$44.1K +1,091 +10%
CI
381
Corient IA
Florida
$551K -$328K -8,110 -41%
KAS
382
Kestra Advisory Services
Texas
$544K -$4.69M -116,042 -91%
CIS
383
Custom Index Systems
New York
$543K
SAM
384
Smartleaf Asset Management
Massachusetts
$542K +$61.8K +1,529 +15%
SWM
385
Seed Wealth Management
Illinois
$542K -$10.1K -250 -2%
SIM
386
Studio Investment Management
Illinois
$533K -$34.9K -863 -7%
TPI
387
Trust Point Inc
Wisconsin
$529K +$117K +2,888 +34%
MWM
388
Mission Wealth Management
California
$529K -$17.6K -435 -4%
EV
389
EJMK Ventures
Illinois
$528K +$461K +11,398 New
AWM
390
Aprio Wealth Management
Georgia
$526K -$646 -16 -0.1%
ATIA
391
American Trust Investment Advisors
New Hampshire
$523K
GM
392
GeoWealth Management
Illinois
$522K +$103K +2,561 +29%
NRC
393
New Republic Capital
North Carolina
$519K +$453K +11,216 New
KOCAA
394
Knights of Columbus Asset Advisors
Connecticut
$515K
RC
395
Roundview Capital
New Jersey
$512K +$447K +11,062 New
SPIA
396
Steward Partners Investment Advisory
New York
$502K -$12.2K -302 -3%
DOA
397
D'Orazio & Associates
Virginia
$499K
DADC
398
D.A. Davidson & Co
Montana
$496K +$32K +793 +8%
SMA
399
Sage Mountain Advisors
Georgia
$495K +$1.94K +48 +0.5%
IP
400
Indivisible Partners
Florida
$493K +$430K +10,639 New