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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
426
Diversify Advisory Services
Utah
$292K +$5.98K +154 +2%
AF
427
Allworth Financial
California
$292K +$11.2K +288 +4%
CAM
428
Columbia Asset Management
Michigan
$284K -$36.9K -950 -12%
SMA
429
Seven Mile Advisory
New Jersey
$284K +$16.3K +420 +6%
SS
430
SBI Securities
Japan
$284K +$3.19K +82 +1%
CB
431
Commerce Bank
Missouri
$284K +$13.7K +354 +5%
1C
432
111 Capital
France
$281K -$5.97M -153,803 -96%
TW
433
Traveka Wealth
California
$279K +$1.55K +40 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
434
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K +$262K +6,743 New
AWM
435
Avior Wealth Management
Nebraska
$274K +$2.95K +76 +1%
GCM
436
Genus Capital Management
British Columbia, Canada
$271K
CWM
437
Centurion Wealth Management
Virginia
$267K +$252K +6,500 New
FCCM
438
First City Capital Management
Georgia
$265K -$971 -25 -0.4%
PS
439
Principal Securities
Iowa
$265K -$20.3K -522 -7%
Janney Montgomery Scott
440
Janney Montgomery Scott
Pennsylvania
$264K -$348K -8,956 -58%
GGA
441
Granite Group Advisors
Connecticut
$264K
NW
442
NewEdge Wealth
Pennsylvania
$263K +$266K +6,851 New
SF
443
Summit Financial
New Jersey
$262K +$248K +6,396 New
SG Americas Securities
444
SG Americas Securities
New York
$261K -$503K -12,963 -67%
BJL
445
Brighton Jones LLC
Washington
$255K +$242K +6,219 New
S
446
Sunpointe
Missouri
$253K
CAM
447
Cozad Asset Management
Illinois
$251K +$4.27K +110 +2%
WA
448
Wealthstream Advisors
New York
$250K +$237K +6,091 New
GWS
449
Greykasell Wealth Strategies
California
$248K
IIC
450
Integrated Investment Consultants
Michigan
$245K