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UBS Group

690 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 618690 (+72)

Holders
690
Holders Change
+72
Holders Change %
+11.65%
% of All Funds
8.39%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
FAL
426
Focused Alpha LLC
Colorado
$406K +$354K +8,773 New
FOA
427
Five Oceans Advisors
California
$406K
EFA
428
Edge Financial Advisors
Illinois
$404K +$176K +4,366 New
SB
429
Simmons Bank
Arkansas
$397K -$2.1K -52 -0.6%
Empower Advisory Group
430
Empower Advisory Group
Colorado
$394K -$4.73K -117 -1%
KWM
431
Kingsview Wealth Management
Oregon
$391K -$4.32K -107 -1%
WIA
432
World Investment Advisors
California
$388K +$98.1K +2,428 +41%
MF
433
Magnetar Financial
Illinois
$386K +$337K +8,330 New
WRPWM
434
Werba Rubin Papier Wealth Management
California
$384K -$3.11K -77 -0.9%
SCTC
435
Sanibel Captiva Trust Company
Florida
$378K +$330K +8,166 New
EPW
436
Evolve Private Wealth
California
$377K +$329K +8,146 New
AF
437
Allworth Financial
California
$377K +$41.1K +1,017 +14%
IRC
438
Investors Research Corp
Georgia
$372K -$91.9K -2,275 -22%
MHIP
439
Mountain Hill Investment Partners
New Jersey
$370K -$121K -3,000 -27%
AAP
440
Arax Advisory Partners
Colorado
$358K -$38.9K -962 -11%
Lido Advisors
441
Lido Advisors
California
$357K +$3.39K +84 +1%
PSP
442
Principal Street Partners
Tennessee
$356K -$8.61K -213 -3%
TW
443
Traveka Wealth
California
$351K +$31.4K +777 +11%
PWM
444
Perigon Wealth Management
California
$350K +$11.5K +284 +4%
FMI
445
Frec Markets Inc
California
$348K +$303K +7,509 New
PS
446
Principal Securities
Iowa
$342K +$37K +915 +14%
WCA
447
Westover Capital Advisors
Delaware
$338K
ZF
448
Zhang Financial
Michigan
$337K
CH
449
Cromwell Holdings
Wyoming
$335K
PW
450
PUREfi Wealth
Massachusetts
$321K +$280K +6,940 New