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UBS Group

690 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 618690 (+72)

Holders
690
Holders Change
+72
Holders Change %
+11.65%
% of All Funds
8.39%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
451
Columbia Asset Management
Michigan
$321K
EW
452
Evoke Wealth
California
$318K +$79.5K +1,968 +40%
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$317K -$16.4K -406 -6%
AWM
454
Avior Wealth Management
Nebraska
$306K -$2.83K -70 -1%
CWM
455
Centurion Wealth Management
Virginia
$301K
GA
456
Greenspring Advisors
Maryland
$301K +$262K +6,496 New
FCCM
457
First City Capital Management
Georgia
$300K
SMA
458
Seven Mile Advisory
New Jersey
$298K -$20.2K -500 -7%
SS
459
SBI Securities
Japan
$291K -$26.4K -653 -9%
SGI
460
Summit Global Investments
Utah
$290K -$71.7K -1,775 -22%
KWM
461
Keebeck Wealth Management
Illinois
$289K +$18.4K +456 +8%
S
462
Sunpointe
Missouri
$285K
GAM
463
Gotham Asset Management
New York
$285K +$249K +6,161 New
APM
464
a16z Perennial Management
California
$285K +$20.6K +511 +9%
CAM
465
Cozad Asset Management
Illinois
$284K
GGA
466
Granite Group Advisors
Connecticut
$283K -$13.5K -333 -5%
GWS
467
Greykasell Wealth Strategies
California
$280K
SIA
468
Soltis Investment Advisors
Utah
$277K +$31.7K +784 +15%
JCM
469
Janney Capital Management
Pennsylvania
$277K +$16K +397 +7%
IIC
470
Integrated Investment Consultants
Michigan
$277K
PCIA
471
Prime Capital Investment Advisors
Kansas
$272K -$3.19K -79 -1%
SCM
472
SCS Capital Management
Massachusetts
$270K
PBT
473
Pictet Bank & Trust
Bahamas
$269K
SSC
474
Syverson Strege & Co
Iowa
$266K -$5.54K -137 -2%
FFP
475
FourThought Financial Partners
Florida
$263K +$229K +5,680 New