UBS icon

UBS Group

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
FCCM
401
First City Capital Management
Georgia
$222K -$11.1K -375 -5%
OFS
402
OneAscent Financial Services
Alabama
$221K -$33.2K -1,124 -13%
TW
403
Traveka Wealth
California
$221K +$12.9K +435 +6%
LIP
404
Lighthouse Investment Partners
Florida
$220K +$220K +7,440 New
1WA
405
180 Wealth Advisors
Washington
$218K -$44.2K -1,424 -17%
William Blair & Company
406
William Blair & Company
Illinois
$218K +$5.2K +176 +2%
OIA
407
OneDigital Investment Advisors
Kansas
$216K +$216K +7,323 New
WCA
408
Westover Capital Advisors
Delaware
$216K +$216K +7,300 New
CH
409
Cromwell Holdings
Wyoming
$214K +$214K +7,242 New
SIG
410
Senator Investment Group
New York
$213K -$14.9M -505,000 -99%
AIA
411
Angeles Investment Advisors
California
$212K +$212K +7,175 New
SMA
412
Seven Mile Advisory
New Jersey
$211K -$3.34K -113 -2%
PSP
413
Principal Street Partners
Tennessee
$211K
BCIM
414
British Columbia Investment Management
British Columbia, Canada
$210K -$21.7K -736 -9%
MOS
415
MGO One Seven
Ohio
$210K -$39.6K -1,341 -16%
AWM
416
Avior Wealth Management
Nebraska
$207K -$58.8K -1,989 -22%
RWB
417
RMR Wealth Builders
New Jersey
$206K
CWP
418
Cyndeo Wealth Partners
Florida
$204K +$30 +1 +0%
CFB
419
Cullen/Frost Bankers
Texas
$204K -$76.7K -2,595 -27%
Empower Advisory Group
420
Empower Advisory Group
Colorado
$202K
CT
421
Chicago Trust
Illinois
$201K +$201K +6,797 New
IA
422
IFP Advisors
Florida
$195K +$3.1K +105 +2%
Point72 Asset Management
423
Point72 Asset Management
Connecticut
$189K +$189K +6,400 New
GM
424
GeoWealth Management
Illinois
$180K -$5.23K -177 -3%
GEA
425
Glen Eagle Advisors
New Jersey
$176K +$6.2K +210 +4%