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UBS Group

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
426
State of Wyoming
Wyoming
$173K +$173K +5,847 New
HCP
427
Hexagon Capital Partners
Arkansas
$158K +$34.5K +1,168 +28%
PS
428
Principal Securities
Iowa
$157K -$42.7K -1,444 -21%
AF
429
Allworth Financial
California
$150K +$12.9K +425 +9%
FP
430
Financial Perspectives
Minnesota
$145K
UB
431
UMB Bank
Missouri
$139K +$7.77K +263 +6%
AAP
432
Arax Advisory Partners
Colorado
$126K -$3.55K -120 -3%
VWM
433
Venturi Wealth Management
Texas
$121K +$121K +4,096 New
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$120K +$19.2K +650 +19%
RIL
435
Rothschild Investment LLC
Illinois
$104K +$28.2K +953 +37%
TFIPS
436
Towarzystwo Funduszy Inwestycyjnych PZU SA
$101K +$23.9K +812 +31%
GRP
437
Global Retirement Partners
California
$101K +$43.8K +1,483 +77%
SPIA
438
Steward Partners Investment Advisory
New York
$98.8K -$19.5K -659 -16%
BGAI
439
Bruce G. Allen Investments
Colorado
$98.8K -$21.3K -722 -18%
SWS
440
SYSTM Wealth Solutions
Illinois
$94.7K -$279K -9,459 -75%
EL
441
EMFO LLC
Florida
$88.7K
Jones Financial Companies
442
Jones Financial Companies
Missouri
$82.8K +$55.8K +1,888 +207%
CFD
443
Creative Financial Designs
Indiana
$77.4K +$177 +6 +0.2%
HNB
444
Hilltop National Bank
Wyoming
$76K +$76K +2,573 New
HI
445
Harbour Investments
Wisconsin
$74.8K +$6.03K +204 +9%
HNB
446
Huntington National Bank
Ohio
$72.3K -$8.8K -298 -11%
MHR
447
Matthew Hamilton Rosenberg
$67.9K -$10.6K -355 -14%
CIBC Private Wealth Group
448
CIBC Private Wealth Group
Georgia
$66.5K +$4.5K +148 +7%
OWA
449
Opal Wealth Advisors
New York
$62.8K +$22.5K +763 +56%
CFGS
450
Concourse Financial Group Securities
Alabama
$59K -$17K -574 -22%