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UBS Group

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
451
Cacti Asset Management
Georgia
$58.9K
PCM
452
Penserra Capital Management
California
$58K +$50.2K +1,680 +644%
WT
453
Washington Trust
Rhode Island
$57.7K
AWM
454
Activest Wealth Management
Florida
$53.5K
ASN
455
Advisory Services Network
Georgia
$53K +$53K +1,794 New
ATPW
456
Ashton Thomas Private Wealth
Arizona
$50.4K +$50.4K +1,706 New
MG
457
Mather Group
Illinois
$50.2K -$799 -26 -2%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$49K +$41.6K +1,416 +566%
FFA
459
Farther Finance Advisors
California
$47.8K +$14.4K +481 +43%
LFG
460
Larson Financial Group
Missouri
$44.9K
CFG
461
CKW Financial Group
Hawaii
$42K
PFBT
462
Parkside Financial Bank & Trust
Missouri
$41.4K
Nisa Investment Advisors
463
Nisa Investment Advisors
Missouri
$41.4K +$41.4K +1,400 New
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8K +$20.4K +691 +100%
RFG
465
RFP Financial Group
Georgia
$39K -$3.19K -108 -8%
SAM
466
Smartleaf Asset Management
Massachusetts
$37.8K +$26.3K +892 +228%
CA
467
Continuum Advisory
Idaho
$32K -$3.22K -109 -9%
RS
468
Rakuten Securities
Japan
$31.3K +$1.77K +60 +6%
ZB
469
Zions Bancorporation
Utah
$29.6K -$18.3K -621 -38%
CB
470
Community Bank
New York
$29.5K
ME
471
McIlrath & Eck
Washington
$29.3K +$3.55K +120 +14%
FHA
472
First Horizon Advisors
Tennessee
$28.5K -$5.85K -198 -17%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$25K +$3.09K +107 +14%
FFA
474
Frazier Financial Advisors
Ohio
$24.1K +$9.45K +320 +65%
JWA
475
JFS Wealth Advisors
Pennsylvania
$22K