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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
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
CI
376
Corient IA
Florida
$551K
KAS
377
Kestra Advisory Services
Texas
$544K
CIS
378
Custom Index Systems
New York
$543K
SAM
379
Smartleaf Asset Management
Massachusetts
$542K
SWM
380
Seed Wealth Management
Illinois
$542K
SIM
381
Studio Investment Management
Illinois
$533K
TPI
382
Trust Point Inc
Wisconsin
$529K
MWM
383
Mission Wealth Management
California
$529K
AWM
384
Aprio Wealth Management
Georgia
$526K
ATIA
385
American Trust Investment Advisors
New Hampshire
$523K
GM
386
GeoWealth Management
Illinois
$522K
NRC
387
New Republic Capital
North Carolina
$519K
KOCAA
388
Knights of Columbus Asset Advisors
Connecticut
$515K
RC
389
Roundview Capital
New Jersey
$512K
SPIA
390
Steward Partners Investment Advisory
New York
$502K
DOA
391
D'Orazio & Associates
Virginia
$499K
DADC
392
D.A. Davidson & Co
Montana
$496K
SMA
393
Sage Mountain Advisors
Georgia
$495K
IP
394
Indivisible Partners
Florida
$493K
MEAC
395
M.E. Allison & Co
Texas
$489K
BF
396
Brucke Financial
Indiana
$485K
William Blair & Company
397
William Blair & Company
Illinois
$475K
OL
398
Optas LLC
Texas
$473K
WPC
399
Wedmont Private Capital
Pennsylvania
$469K
PFPG
400
Pinnacle Financial Partners (Georgia)
Georgia
$468K