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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
AF
426
Allworth Financial
California
$292K
CAM
427
Columbia Asset Management
Michigan
$284K
SMA
428
Seven Mile Advisory
New Jersey
$284K
SS
429
SBI Securities
Japan
$284K
CB
430
Commerce Bank
Missouri
$284K
1C
431
111 Capital
France
$281K
TW
432
Traveka Wealth
California
$279K
Grantham, Mayo, Van Otterloo & Co (GMO)
433
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K
AWM
434
Avior Wealth Management
Nebraska
$274K
GCM
435
Genus Capital Management
British Columbia, Canada
$271K
CWM
436
Centurion Wealth Management
Virginia
$267K
FCCM
437
First City Capital Management
Georgia
$265K
PS
438
Principal Securities
Iowa
$265K
Janney Montgomery Scott
439
Janney Montgomery Scott
Pennsylvania
$264K
GGA
440
Granite Group Advisors
Connecticut
$264K
NW
441
NewEdge Wealth
Pennsylvania
$263K
SF
442
Summit Financial
New Jersey
$262K
SG Americas Securities
443
SG Americas Securities
New York
$261K
BJL
444
Brighton Jones LLC
Washington
$255K
S
445
Sunpointe
Missouri
$253K
CAM
446
Cozad Asset Management
Illinois
$251K
WA
447
Wealthstream Advisors
New York
$250K
GWS
448
Greykasell Wealth Strategies
California
$248K
IIC
449
Integrated Investment Consultants
Michigan
$245K
PCIA
450
Prime Capital Investment Advisors
Kansas
$244K