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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
CWM
451
Centurion Wealth Management
Virginia
$301K
GA
452
Greenspring Advisors
Maryland
$301K
FCCM
453
First City Capital Management
Georgia
$300K
SMA
454
Seven Mile Advisory
New Jersey
$298K
SS
455
SBI Securities
Japan
$291K
SGI
456
Summit Global Investments
Utah
$290K
KWM
457
Keebeck Wealth Management
Illinois
$289K
S
458
Sunpointe
Missouri
$285K
GAM
459
Gotham Asset Management
New York
$285K
APM
460
a16z Perennial Management
California
$285K
CAM
461
Cozad Asset Management
Illinois
$284K
GGA
462
Granite Group Advisors
Connecticut
$283K
GWS
463
Greykasell Wealth Strategies
California
$280K
SIA
464
Soltis Investment Advisors
Utah
$277K
JCM
465
Janney Capital Management
Pennsylvania
$277K
IIC
466
Integrated Investment Consultants
Michigan
$277K
PCIA
467
Prime Capital Investment Advisors
Kansas
$272K
SCM
468
SCS Capital Management
Massachusetts
$270K
PBT
469
Pictet Bank & Trust
Bahamas
$269K
SSC
470
Syverson Strege & Co
Iowa
$266K
FFP
471
FourThought Financial Partners
Florida
$263K
ATPW
472
Ashton Thomas Private Wealth
Arizona
$262K
AA
473
Aire Advisors
California
$260K
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$257K
FCA
475
FLC Capital Advisors
California
$253K