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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
SMA
426
Seven Mile Advisory
New Jersey
$284K
SS
427
SBI Securities
Japan
$284K
CB
428
Commerce Bank
Missouri
$284K
1C
429
111 Capital
France
$281K
TW
430
Traveka Wealth
California
$279K
Grantham, Mayo, Van Otterloo & Co (GMO)
431
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K
AWM
432
Avior Wealth Management
Nebraska
$274K
GCM
433
Genus Capital Management
British Columbia, Canada
$271K
CWM
434
Centurion Wealth Management
Virginia
$267K
FCCM
435
First City Capital Management
Georgia
$265K
PS
436
Principal Securities
Iowa
$265K
Janney Montgomery Scott
437
Janney Montgomery Scott
Pennsylvania
$264K
GGA
438
Granite Group Advisors
Connecticut
$264K
NW
439
NewEdge Wealth
Pennsylvania
$263K
SF
440
Summit Financial
New Jersey
$262K
SG Americas Securities
441
SG Americas Securities
New York
$261K
BJL
442
Brighton Jones LLC
Washington
$255K
S
443
Sunpointe
Missouri
$253K
CAM
444
Cozad Asset Management
Illinois
$251K
WA
445
Wealthstream Advisors
New York
$250K
GWS
446
Greykasell Wealth Strategies
California
$248K
IIC
447
Integrated Investment Consultants
Michigan
$245K
PCIA
448
Prime Capital Investment Advisors
Kansas
$244K
Balyasny Asset Management
449
Balyasny Asset Management
Illinois
$244K
WIA
450
World Investment Advisors
California
$244K