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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
FP
476
Financial Perspectives
Minnesota
$201K
BT
477
Banque Transatlantique
France
$198K
IBOK
478
Independence Bank of Kentucky
Kentucky
$188K
HNB
479
Hilltop National Bank
Wyoming
$175K
ASN
480
Advisory Services Network
Georgia
$175K
TFIPS
481
Towarzystwo Funduszy Inwestycyjnych PZU SA
$174K
Mirae Asset Global ETFs Holdings
482
Mirae Asset Global ETFs Holdings
Hong Kong
$165K
UB
483
UMB Bank
Missouri
$160K
A
484
Allianz
Germany
$139K
IA
485
IFP Advisors
Florida
$133K
GSWM
486
Golden State Wealth Management
California
$131K
CFD
487
Creative Financial Designs
Indiana
$118K
MHR
488
Matthew Hamilton Rosenberg
$113K
CCM
489
Cloud Capital Management
Washington
$110K
BGAI
490
Bruce G. Allen Investments
Colorado
$109K
AUB
491
Atlantic Union Bankshares
Virginia
$105K
HI
492
Harbour Investments
Wisconsin
$103K
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$98.5K
WIM
494
Westside Investment Management
California
$84.7K
AWM
495
Activest Wealth Management
Florida
$81.7K
AAS
496
Ameritas Advisory Services
Nebraska
$78.9K
Parallax Volatility Advisers
497
Parallax Volatility Advisers
California
$77.4K
NFSG
498
Newbridge Financial Services Group
Florida
$64.6K
BCM
499
Berbice Capital Management
New York
$61.5K
PFBT
500
Parkside Financial Bank & Trust
Missouri
$57.5K