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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
WPC
401
Wedmont Private Capital
Pennsylvania
$469K
PFPG
402
Pinnacle Financial Partners (Georgia)
Georgia
$468K
CP
403
Covenant Partners
Tennessee
$459K
AWA
404
Arkadios Wealth Advisors
Georgia
$457K
Janney Montgomery Scott
405
Janney Montgomery Scott
Pennsylvania
$454K
WFI
406
West Family Investments
California
$449K
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$444K
HH
408
Hilltop Holdings
Texas
$441K
DAS
409
Diversify Advisory Services
Utah
$434K
WG
410
Winton Group
United Kingdom
$431K
MG
411
Mather Group
Illinois
$425K
GWMR
412
GC Wealth Management RIA
Massachusetts
$422K
FT
413
Fiduciary Trust
Massachusetts
$422K
PNC
414
Park National Corp
Ohio
$421K
CB
415
Commerce Bank
Missouri
$414K
HAG
416
HighPoint Advisor Group
Illinois
$414K
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$413K
JSW
418
Journey Strategic Wealth
New Jersey
$413K
AP
419
Anchyra Partners
Georgia
$407K
KP
420
Keel Point
Alabama
$407K
CWAG
421
Compton Wealth Advisory Group
Virginia
$407K
FAL
422
Focused Alpha LLC
Colorado
$406K
FOA
423
Five Oceans Advisors
California
$406K
EFA
424
Edge Financial Advisors
Illinois
$404K
SB
425
Simmons Bank
Arkansas
$397K