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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
Balyasny Asset Management
451
Balyasny Asset Management
Illinois
$244K
WIA
452
World Investment Advisors
California
$244K
SSC
453
Syverson Strege & Co
Iowa
$241K
SCM
454
SCS Capital Management
Massachusetts
$239K
KWM
455
Keebeck Wealth Management
Illinois
$237K
PBT
456
Pictet Bank & Trust
Bahamas
$235K
FCA
457
FLC Capital Advisors
California
$233K
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$232K
APM
459
a16z Perennial Management
California
$232K
WANY
460
Wealthspire Advisors (New York)
New York
$232K
AA
461
Aire Advisors
California
$230K
GRP
462
Global Retirement Partners
California
$229K
JCM
463
Janney Capital Management
Pennsylvania
$229K
GEA
464
Glen Eagle Advisors
New Jersey
$219K
CVM
465
Cheviot Value Management
California
$218K
TCBWMS
466
Texas Capital Bank Wealth Management Services
Texas
$217K
AGC
467
Aspen Grove Capital
Colorado
$216K
RA
468
Riversedge Advisors
Delaware
$215K
OC
469
Oppenheimer & Co
New York
$214K
MOS
470
MGO One Seven
Ohio
$214K
SIA
471
Soltis Investment Advisors
Utah
$213K
BMWM
472
Brown Miller Wealth Management
Virginia
$212K
WF
473
Welch & Forbes
Massachusetts
$205K
DC
474
Diametric Capital
Massachusetts
$205K
RIL
475
Rothschild Investment LLC
Illinois
$203K