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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
SSC
451
Syverson Strege & Co
Iowa
$241K
SCM
452
SCS Capital Management
Massachusetts
$239K
KWM
453
Keebeck Wealth Management
Illinois
$237K
PBT
454
Pictet Bank & Trust
Bahamas
$235K
FCA
455
FLC Capital Advisors
California
$233K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$232K
APM
457
a16z Perennial Management
California
$232K
WANY
458
Wealthspire Advisors (New York)
New York
$232K
AA
459
Aire Advisors
California
$230K
GRP
460
Global Retirement Partners
California
$229K
JCM
461
Janney Capital Management
Pennsylvania
$229K
GEA
462
Glen Eagle Advisors
New Jersey
$219K
CVM
463
Cheviot Value Management
California
$218K
TCBWMS
464
Texas Capital Bank Wealth Management Services
Texas
$217K
AGC
465
Aspen Grove Capital
Colorado
$216K
RA
466
Riversedge Advisors
Delaware
$215K
OC
467
Oppenheimer & Co
New York
$214K
MOS
468
MGO One Seven
Ohio
$214K
SIA
469
Soltis Investment Advisors
Utah
$213K
BMWM
470
Brown Miller Wealth Management
Virginia
$212K
WF
471
Welch & Forbes
Massachusetts
$205K
DC
472
Diametric Capital
Massachusetts
$205K
RIL
473
Rothschild Investment LLC
Illinois
$203K
KPWS
474
Kestra Private Wealth Services
Texas
$203K
EW
475
Evoke Wealth
California
$201K