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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
451
Prime Capital Investment Advisors
Kansas
$244K +$231K +5,955 New
Balyasny Asset Management
452
Balyasny Asset Management
Illinois
$244K +$231K +5,947 New
WIA
453
World Investment Advisors
California
$244K +$231K +5,940 New
SSC
454
Syverson Strege & Co
Iowa
$241K -$39.3K -1,013 -15%
SCM
455
SCS Capital Management
Massachusetts
$239K +$226K +5,831 New
KWM
456
Keebeck Wealth Management
Illinois
$237K +$224K +5,776 New
PBT
457
Pictet Bank & Trust
Bahamas
$235K +$224K +5,758 New
FCA
458
FLC Capital Advisors
California
$233K +$221K +5,693 New
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$232K +$15.9K +410 +8%
APM
460
a16z Perennial Management
California
$232K +$219K +5,648 New
WANY
461
Wealthspire Advisors (New York)
New York
$232K -$22.7K -585 -9%
AA
462
Aire Advisors
California
$230K +$218K +5,617 New
GRP
463
Global Retirement Partners
California
$229K +$26.8K +691 +14%
JCM
464
Janney Capital Management
Pennsylvania
$229K -$23.3K -600 -10%
GEA
465
Glen Eagle Advisors
New Jersey
$219K
CVM
466
Cheviot Value Management
California
$218K
TCBWMS
467
Texas Capital Bank Wealth Management Services
Texas
$217K +$205K +5,281 New
AGC
468
Aspen Grove Capital
Colorado
$216K -$29.2K -752 -13%
RA
469
Riversedge Advisors
Delaware
$215K +$204K +5,252 New
OC
470
Oppenheimer & Co
New York
$214K -$53.1K -1,366 -21%
MOS
471
MGO One Seven
Ohio
$214K +$203K +5,225 New
NPT
472
National Philanthropic Trust
Pennsylvania
$214K +$202K +5,214 New
SIA
473
Soltis Investment Advisors
Utah
$213K +$202K +5,204 New
BMWM
474
Brown Miller Wealth Management
Virginia
$212K -$30.3K -780 -13%
WF
475
Welch & Forbes
Massachusetts
$205K +$194K +5,008 New