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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
TW
426
Traveka Wealth
California
$279K
Grantham, Mayo, Van Otterloo & Co (GMO)
427
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K
AWM
428
Avior Wealth Management
Nebraska
$274K
GCM
429
Genus Capital Management
British Columbia, Canada
$271K
CWM
430
Centurion Wealth Management
Virginia
$267K
FCCM
431
First City Capital Management
Georgia
$265K
PS
432
Principal Securities
Iowa
$265K
Janney Montgomery Scott
433
Janney Montgomery Scott
Pennsylvania
$264K
GGA
434
Granite Group Advisors
Connecticut
$264K
NW
435
NewEdge Wealth
Pennsylvania
$263K
SF
436
Summit Financial
New Jersey
$262K
SG Americas Securities
437
SG Americas Securities
New York
$261K
BJL
438
Brighton Jones LLC
Washington
$255K
S
439
Sunpointe
Missouri
$253K
CAM
440
Cozad Asset Management
Illinois
$251K
WA
441
Wealthstream Advisors
New York
$250K
GWS
442
Greykasell Wealth Strategies
California
$248K
IIC
443
Integrated Investment Consultants
Michigan
$245K
PCIA
444
Prime Capital Investment Advisors
Kansas
$244K
Balyasny Asset Management
445
Balyasny Asset Management
Illinois
$244K
WIA
446
World Investment Advisors
California
$244K
SCM
447
SCS Capital Management
Massachusetts
$239K
KWM
448
Keebeck Wealth Management
Illinois
$237K
PBT
449
Pictet Bank & Trust
Bahamas
$235K
FCA
450
FLC Capital Advisors
California
$233K