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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
451
Seven Mile Advisory
New Jersey
$298K
SS
452
SBI Securities
Japan
$291K
SGI
453
Summit Global Investments
Utah
$290K
KWM
454
Keebeck Wealth Management
Illinois
$289K
S
455
Sunpointe
Missouri
$285K
GAM
456
Gotham Asset Management
New York
$285K
APM
457
a16z Perennial Management
California
$285K
CAM
458
Cozad Asset Management
Illinois
$284K
GGA
459
Granite Group Advisors
Connecticut
$283K
GWS
460
Greykasell Wealth Strategies
California
$280K
SIA
461
Soltis Investment Advisors
Utah
$277K
JCM
462
Janney Capital Management
Pennsylvania
$277K
IIC
463
Integrated Investment Consultants
Michigan
$277K
PCIA
464
Prime Capital Investment Advisors
Kansas
$272K
SCM
465
SCS Capital Management
Massachusetts
$270K
PBT
466
Pictet Bank & Trust
Bahamas
$269K
WIA
467
World Investment Advisors
California
$267K
SSC
468
Syverson Strege & Co
Iowa
$266K
FFP
469
FourThought Financial Partners
Florida
$263K
ATPW
470
Ashton Thomas Private Wealth
Arizona
$262K
AA
471
Aire Advisors
California
$260K
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$257K
FCA
473
FLC Capital Advisors
California
$253K
CVM
474
Cheviot Value Management
California
$246K
MA
475
MONECO Advisors
Connecticut
$245K