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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
401
Cyndeo Wealth Partners
Florida
$227K +$14K +454 +7%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$227K -$8.37K -271 -4%
HAG
403
HighPoint Advisor Group
Illinois
$227K +$227K +7,284 New
OIA
404
OneDigital Investment Advisors
Kansas
$226K -$31 -1 -0%
WCA
405
Westover Capital Advisors
Delaware
$226K – – –
CH
406
Cromwell Holdings
Wyoming
$224K – – –
FCCM
407
First City Capital Management
Georgia
$221K -$10.5K -340 -5%
William Blair & Company
408
William Blair & Company
Illinois
$221K -$6.49K -210 -3%
Empower Advisory Group
409
Empower Advisory Group
Colorado
$221K +$9.37K +303 +4%
AO
410
Advisor OS
Illinois
$221K -$24.5K -794 -10%
AIA
411
Angeles Investment Advisors
California
$220K -$2.04K -66 -0.9%
AWM
412
Avior Wealth Management
Nebraska
$217K -$124 -4 -0.1%
RWB
413
RMR Wealth Builders
New Jersey
$216K – – –
SC
414
Savant Capital
Illinois
$215K +$215K +6,951 New
HWM
415
HB Wealth Management
Georgia
$206K +$206K +6,653 New
1WA
416
180 Wealth Advisors
Washington
$204K -$13.2K -427 -6%
TRCT
417
Tower Research Capital (TRC)
New York
$196K -$187K -6,054 -49%
EWA
418
EverSource Wealth Advisors
Alabama
$196K -$93.7K -3,031 -32%
GEA
419
Glen Eagle Advisors
New Jersey
$185K – – –
AF
420
Allworth Financial
California
$161K +$8.44K +273 +6%
HCP
421
Hexagon Capital Partners
Arkansas
$160K -$4.85K -157 -3%
IA
422
IFP Advisors
Florida
$157K -$46.6K -1,507 -23%
PS
423
Principal Securities
Iowa
$157K -$7.64K -247 -5%
GM
424
GeoWealth Management
Illinois
$153K -$35.9K -1,160 -19%
FP
425
Financial Perspectives
Minnesota
$151K – – –
15 16
17
18 19