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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
CP
401
Covenant Partners
Tennessee
$459K
AWA
402
Arkadios Wealth Advisors
Georgia
$457K
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$454K
WFI
404
West Family Investments
California
$449K
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$444K
HH
406
Hilltop Holdings
Texas
$441K
DAS
407
Diversify Advisory Services
Utah
$434K
WG
408
Winton Group
United Kingdom
$431K
MG
409
Mather Group
Illinois
$425K
GWMR
410
GC Wealth Management RIA
Massachusetts
$422K
FT
411
Fiduciary Trust
Massachusetts
$422K
PNC
412
Park National Corp
Ohio
$421K
CB
413
Commerce Bank
Missouri
$414K
HAG
414
HighPoint Advisor Group
Illinois
$414K
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$413K
JSW
416
Journey Strategic Wealth
New Jersey
$413K
AP
417
Anchyra Partners
Georgia
$407K
KP
418
Keel Point
Alabama
$407K
CWAG
419
Compton Wealth Advisory Group
Virginia
$407K
FAL
420
Focused Alpha LLC
Colorado
$406K
FOA
421
Five Oceans Advisors
California
$406K
EFA
422
Edge Financial Advisors
Illinois
$404K
SB
423
Simmons Bank
Arkansas
$397K
Empower Advisory Group
424
Empower Advisory Group
Colorado
$394K
KWM
425
Kingsview Wealth Management
Oregon
$391K