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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Diametric Capital
Massachusetts
$205K +$194K +4,989 New
RIL
477
Rothschild Investment LLC
Illinois
$203K +$60.1K +1,548 +45%
KPWS
478
Kestra Private Wealth Services
Texas
$203K +$192K +4,951 New
EW
479
Evoke Wealth
California
$201K +$190K +4,895 New
FP
480
Financial Perspectives
Minnesota
$201K
BT
481
Banque Transatlantique
France
$198K +$188K +4,847 New
IBOK
482
Independence Bank of Kentucky
Kentucky
$188K
HNB
483
Hilltop National Bank
Wyoming
$175K +$28.9K +745 +21%
ASN
484
Advisory Services Network
Georgia
$175K +$166K +4,266 New
TFIPS
485
Towarzystwo Funduszy Inwestycyjnych PZU SA
$174K -$31.1K -800 -16%
Mirae Asset Global ETFs Holdings
486
Mirae Asset Global ETFs Holdings
Hong Kong
$165K -$39.1K -1,006 -20%
UB
487
UMB Bank
Missouri
$160K +$12.6K +324 +9%
A
488
Allianz
Germany
$139K -$5.9K -152 -4%
IA
489
IFP Advisors
Florida
$133K -$75.8K -1,951 -38%
GSWM
490
Golden State Wealth Management
California
$131K
CFD
491
Creative Financial Designs
Indiana
$118K +$2.64K +68 +2%
MHR
492
Matthew Hamilton Rosenberg
$113K
CCM
493
Cloud Capital Management
Washington
$110K +$104K +2,690 New
BGAI
494
Bruce G. Allen Investments
Colorado
$109K -$311 -8 -0.3%
AUB
495
Atlantic Union Bankshares
Virginia
$105K
HI
496
Harbour Investments
Wisconsin
$103K +$16K +413 +20%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$98.5K +$49.4K +1,272 +112%
WIM
498
Westside Investment Management
California
$84.7K +$37.2K +958 +84%
VEA
499
Virtus ETF Advisers
New York
$81.9K +$97.9K +2,520 New
AWM
500
Activest Wealth Management
Florida
$81.7K