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UBS Group

524 hedge funds and large institutions have $41.5B invested in UBS Group in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 181 increasing their positions, 173 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+41
Holders Change %
+8.49%
% of All Funds
7.68%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.31%
New
99
Increased
181
Reduced
173
Closed
47
Calls
$1.37B
Puts
$945M
Net Calls
+$427M
Net Calls Change
-$67.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
476
Glass Jacobson Investment Advisors
Maryland
$9.73K -$3.8K -123 -28%
GWSG
477
GPS Wealth Strategies Group
Colorado
$9.61K
AFS
478
Annapolis Financial Services
Maryland
$9.55K
ADL
479
Asset Dedication LLC
California
$9K
CAS
480
Coppell Advisory Solutions
Texas
$8.37K +$8.37K +271 New
BFEC
481
Benjamin F. Edwards & Company
Missouri
$8K
AT
482
Arlington Trust
Alabama
$7.26K +$7.26K +235 New
PAM
483
Paradigm Asset Management
New York
$6.92K -$5.32K -172 -43%
WAS
484
Winch Advisory Services
Wisconsin
$6.87K
BIA
485
Bell Investment Advisors
California
$5.81K -$773 -25 -12%
W
486
WealthCollab
Washington
$5.62K +$5.62K +182 New
OLVIG
487
Oliver Lagore Vanvalin Investment Group
Michigan
$5.56K
Federated Hermes
488
Federated Hermes
Pennsylvania
$5.38K +$989 +32 +23%
CCM
489
Copeland Capital Management
Pennsylvania
$5.28K
CFO
490
CVA Family Office
Colorado
$4.26K +$4.26K +138 New
DF
491
DecisionPoint Financial
Arizona
$4.2K +$4.2K +136 New
WIA
492
Wetzel Investment Advisors
Indiana
$4K +$4K +126 New
AssetMark Inc
493
AssetMark Inc
California
$3.92K -$340 -11 -8%
SS
494
Sunbelt Securities
Texas
$3.71K
PWA
495
Provenance Wealth Advisors
Florida
$3.71K +$31 +1 +0.8%
BBHC
496
Brown Brothers Harriman & Co
New York
$3.62K +$3.62K +117 New
AWM
497
Activest Wealth Management
Florida
$3.43K
BCM
498
Bourgeon Capital Management
Connecticut
$3.12K +$1.3K +42 +71%
RS
499
Rakuten Securities
Japan
$3.09K +$3.09K +100 New
PPC
500
Park Place Capital
Alabama
$3.06K