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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$232K
APM
452
a16z Perennial Management
California
$232K
WANY
453
Wealthspire Advisors (New York)
New York
$232K
AA
454
Aire Advisors
California
$230K
GRP
455
Global Retirement Partners
California
$229K
JCM
456
Janney Capital Management
Pennsylvania
$229K
GEA
457
Glen Eagle Advisors
New Jersey
$219K
CVM
458
Cheviot Value Management
California
$218K
TCBWMS
459
Texas Capital Bank Wealth Management Services
Texas
$217K
AGC
460
Aspen Grove Capital
Colorado
$216K
RA
461
Riversedge Advisors
Delaware
$215K
OC
462
Oppenheimer & Co
New York
$214K
MOS
463
MGO One Seven
Ohio
$214K
SIA
464
Soltis Investment Advisors
Utah
$213K
BMWM
465
Brown Miller Wealth Management
Virginia
$212K
WF
466
Welch & Forbes
Massachusetts
$205K
DC
467
Diametric Capital
Massachusetts
$205K
RIL
468
Rothschild Investment LLC
Illinois
$203K
KPWS
469
Kestra Private Wealth Services
Texas
$203K
EW
470
Evoke Wealth
California
$201K
FP
471
Financial Perspectives
Minnesota
$201K
BT
472
Banque Transatlantique
France
$198K
IBOK
473
Independence Bank of Kentucky
Kentucky
$188K
HNB
474
Hilltop National Bank
Wyoming
$175K
ASN
475
Advisory Services Network
Georgia
$175K