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UBS Group

550 hedge funds and large institutions have $41.3B invested in UBS Group in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 178 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
+15
Holders Change %
+2.8%
% of All Funds
8%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.25%
New
76
Increased
216
Reduced
178
Closed
56
Calls
$1.22B
Puts
$780M
Net Calls
+$442M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
476
Rise Advisors
New York
$21.4K +$443 +15 +2%
SIS
477
Sound Income Strategies
Florida
$20.8K +$7.98K +270 +62%
GI
478
GAMMA Investing
California
$19.6K +$177 +6 +0.9%
FCA
479
FinTrust Capital Advisors
South Carolina
$19.2K
OLVIG
480
Oliver Lagore Vanvalin Investment Group
Michigan
$17.6K +$12.3K +416 +231%
AIM
481
Anchor Investment Management
South Carolina
$17.1K -$9.19K -311 -35%
AA
482
Addison Advisors
Vermont
$17.1K +$17.1K +578 New
CCM
483
Chilton Capital Management
Texas
$16.9K
Allspring Global Investments
484
Allspring Global Investments
North Carolina
$16K +$16K +540 New
CIA
485
Cape Investment Advisory
Georgia
$15.5K
GCM
486
Gables Capital Management
Florida
$14.8K
NFSG
487
Newbridge Financial Services Group
Florida
$14.8K
RWA
488
Redmont Wealth Advisors
Illinois
$14K
FMP
489
Financial Management Professionals
Texas
$14K -$1K -35 -7%
GKIM
490
GW&K Investment Management
Massachusetts
$14K
BWP
491
Baldwin Wealth Partners
Massachusetts
$13.7K +$473 +16 +4%
KFI
492
Key Financial Inc
Pennsylvania
$13.5K
HDIM
493
Hanson & Doremus Investment Management
Vermont
$13K
MA
494
Montag & Associates
Georgia
$12.2K
USB
495
Union Savings Bank
Connecticut
$12.1K
PO
496
Private Ocean
California
$10.8K +$10.8K +367 New
GJIA
497
Glass Jacobson Investment Advisors
Maryland
$9.31K
SIC
498
Salem Investment Counselors
North Carolina
$9.28K
GWSG
499
GPS Wealth Strategies Group
Colorado
$9.19K
AFS
500
Annapolis Financial Services
Maryland
$9.13K