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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
Bank of America
North Carolina
$361M
4
Goldman Sachs
Goldman Sachs
New York
$640M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
5
SIS
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$131K +$5.38K +174 +4%
AAP
427
Arax Advisory Partners
Colorado
$131K -$927 -30 -0.7%
BGAI
428
Bruce G. Allen Investments
Colorado
$123K +$20.2K +652 +20%
RIL
429
Rothschild Investment LLC
Illinois
$116K +$7.23K +234 +7%
UB
430
UMB Bank
Missouri
$108K -$37K -1,198 -25%
TFIPS
431
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K – – –
SAM
432
Smartleaf Asset Management
Massachusetts
$106K +$65.8K +2,119 +165%
MHR
433
Matthew Hamilton Rosenberg
$81.1K +$11K +355 +16%
CFD
434
Creative Financial Designs
Indiana
$81K – – –
HNB
435
Hilltop National Bank
Wyoming
$79.5K – – –
SSB
436
Sandy Spring Bank
Maryland
$79.3K +$79.3K +2,564 New
HI
437
Harbour Investments
Wisconsin
$78.2K – – –
Mirae Asset Global ETFs Holdings
438
Mirae Asset Global ETFs Holdings
Hong Kong
$72.5K +$72.5K +2,347 New
FWA
439
FSC Wealth Advisors
New York
$71.5K +$71.5K +2,313 New
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$66.2K -$1.42K -46 -2%
SPIA
441
Steward Partners Investment Advisory
New York
$65K -$38.4K -1,242 -37%
GRP
442
Global Retirement Partners
California
$64.7K -$40.6K -1,315 -39%
WT
443
Washington Trust
Rhode Island
$60.3K – – –
IWP
444
IAG Wealth Partners
Wisconsin
$59.2K +$59.2K +1,915 New
HNB
445
Huntington National Bank
Ohio
$57.9K -$17.7K -574 -23%
CFGS
446
Concourse Financial Group Securities
Alabama
$57.3K -$4.36K -141 -7%
AWM
447
Activest Wealth Management
Florida
$56.1K – – –
Group One Trading
448
Group One Trading
Illinois
$55.9K +$55.9K +1,809 New
FFA
449
Farther Finance Advisors
California
$54K +$4.67K +151 +9%
ASN
450
Advisory Services Network
Georgia
$53K – – –
16 17
18
19 20