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UBS Group

613 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
KPWS
476
Kestra Private Wealth Services
Texas
$203K
EW
477
Evoke Wealth
California
$201K
FP
478
Financial Perspectives
Minnesota
$201K
BT
479
Banque Transatlantique
France
$198K
IBOK
480
Independence Bank of Kentucky
Kentucky
$188K
HNB
481
Hilltop National Bank
Wyoming
$175K
ASN
482
Advisory Services Network
Georgia
$175K
TFIPS
483
Towarzystwo Funduszy Inwestycyjnych PZU SA
$174K
Mirae Asset Global ETFs Holdings
484
Mirae Asset Global ETFs Holdings
Hong Kong
$165K
UB
485
UMB Bank
Missouri
$160K
A
486
Allianz
Germany
$139K
IA
487
IFP Advisors
Florida
$133K
GSWM
488
Golden State Wealth Management
California
$131K
CFD
489
Creative Financial Designs
Indiana
$118K
MHR
490
Matthew Hamilton Rosenberg
$113K
CCM
491
Cloud Capital Management
Washington
$110K
BGAI
492
Bruce G. Allen Investments
Colorado
$109K
AUB
493
Atlantic Union Bankshares
Virginia
$105K
HI
494
Harbour Investments
Wisconsin
$103K
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$98.5K
WIM
496
Westside Investment Management
California
$84.7K
VEA
497
Virtus ETF Advisers
New York
$81.9K
AWM
498
Activest Wealth Management
Florida
$81.7K
AAS
499
Ameritas Advisory Services
Nebraska
$78.9K
Parallax Volatility Advisers
500
Parallax Volatility Advisers
California
$77.4K