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UBS Group

613 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
401
Compton Wealth Advisory Group
Virginia
$360K
FOA
402
Five Oceans Advisors
California
$359K
FT
403
Fiduciary Trust
Massachusetts
$359K
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$359K
GM
405
GeoWealth Management
Illinois
$357K
AAP
406
Arax Advisory Partners
Colorado
$357K
Empower Advisory Group
407
Empower Advisory Group
Colorado
$353K
SB
408
Simmons Bank
Arkansas
$353K
HAG
409
HighPoint Advisor Group
Illinois
$351K
KWM
410
Kingsview Wealth Management
Oregon
$351K
TPI
411
Trust Point Inc
Wisconsin
$350K
Lido Advisors
412
Lido Advisors
California
$349K
WRPWM
413
Werba Rubin Papier Wealth Management
California
$343K
EPIMS
414
Evelyn Partners Investment Management Services
$331K
SGI
415
Summit Global Investments
Utah
$330K
PSP
416
Principal Street Partners
Tennessee
$324K
GWMR
417
GC Wealth Management RIA
Massachusetts
$312K
JG
418
Jain Global
New York
$307K
PFA
419
Pure Financial Advisors
California
$303K
WCA
420
Westover Capital Advisors
Delaware
$299K
ZF
421
Zhang Financial
Michigan
$298K
PWM
422
Perigon Wealth Management
California
$298K
FLPIM
423
F.L. Putnam Investment Management
Massachusetts
$297K
CH
424
Cromwell Holdings
Wyoming
$297K
DAS
425
Diversify Advisory Services
Utah
$292K