UBS icon

UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
451
Resurgent Financial Advisors
Georgia
$32.4K +$154 +5 +0.5%
BF
452
BOK Financial
Oklahoma
$32K
CB
453
Community Bank
New York
$30.9K
FFA
454
Farther Finance Advisors
California
$29K +$10.4K +338 +56%
BFPW
455
BOK Financial Private Wealth
Colorado
$27.9K
RFG
456
RFP Financial Group
Georgia
$27.9K +$14K +452 +100%
AIM
457
Anchor Investment Management
South Carolina
$27.5K -$9.55K -309 -26%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
FCA
459
FinTrust Capital Advisors
South Carolina
$23.2K
JWA
460
JFS Wealth Advisors
Pennsylvania
$23.1K +$2.81K +91 +14%
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$23K -$3.03K -100 -12%
GI
462
GAMMA Investing
California
$19.7K +$19.7K +658 New
Jones Financial Companies
463
Jones Financial Companies
Missouri
$19.4K -$5.96K -193 -24%
CCM
464
Chilton Capital Management
Texas
$17.7K
FMP
465
Financial Management Professionals
Texas
$16K
GCM
466
Gables Capital Management
Florida
$15.5K
NFSG
467
Newbridge Financial Services Group
Florida
$15.5K
FFA
468
Frazier Financial Advisors
Ohio
$14.3K +$14.3K +462 New
KFI
469
Key Financial Inc
Pennsylvania
$14.1K
SIS
470
Sound Income Strategies
Florida
$13.4K
MA
471
Montag & Associates
Georgia
$12.8K
BWP
472
Baldwin Wealth Partners
Massachusetts
$12.8K +$12.8K +413 New
USB
473
Union Savings Bank
Connecticut
$12.7K
NSG
474
Nalls Sherbakoff Group
Tennessee
$12.4K
GKIM
475
GW&K Investment Management
Massachusetts
$11K