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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
MEAC
401
M.E. Allison & Co
Texas
$489K
BF
402
Brucke Financial
Indiana
$485K -$56.8K -1,405 -12%
William Blair & Company
403
William Blair & Company
Illinois
$475K +$48.4K +1,198 +13%
OL
404
Optas LLC
Texas
$473K +$3.84K +95 +0.9%
WPC
405
Wedmont Private Capital
Pennsylvania
$469K +$24.6K +609 +7%
PFPG
406
Pinnacle Financial Partners (Georgia)
Georgia
$468K +$408K +10,099 New
CP
407
Covenant Partners
Tennessee
$459K
AWA
408
Arkadios Wealth Advisors
Georgia
$457K -$444 -11 -0.1%
Janney Montgomery Scott
409
Janney Montgomery Scott
Pennsylvania
$454K +$135K +3,353 +52%
WFI
410
West Family Investments
California
$449K +$36.7K +908 +10%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$444K +$33.2K +822 +9%
HH
412
Hilltop Holdings
Texas
$441K -$4.16K -103 -1%
DAS
413
Diversify Advisory Services
Utah
$434K +$58.9K +1,457 +19%
WG
414
Winton Group
United Kingdom
$431K +$376K +9,300 New
MG
415
Mather Group
Illinois
$425K +$325K +8,052 +717%
GWMR
416
GC Wealth Management RIA
Massachusetts
$422K +$61.1K +1,511 +20%
FT
417
Fiduciary Trust
Massachusetts
$422K +$14.4K +356 +4%
PNC
418
Park National Corp
Ohio
$421K -$3.84K -95 -1%
CB
419
Commerce Bank
Missouri
$414K +$81.9K +2,028 +29%
HAG
420
HighPoint Advisor Group
Illinois
$414K +$14.6K +362 +4%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$413K -$131K -3,232 -27%
JSW
422
Journey Strategic Wealth
New Jersey
$413K -$12.7K -314 -3%
AP
423
Anchyra Partners
Georgia
$407K +$355K +8,796 New
KP
424
Keel Point
Alabama
$407K -$21.5K -533 -6%
CWAG
425
Compton Wealth Advisory Group
Virginia
$407K