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UBS Group

690 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617690 (+73)

Holders
690
Holders Change
+73
Holders Change %
+11.83%
% of All Funds
8.39%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
132
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
476
Ashton Thomas Private Wealth
Arizona
$262K +$229K +5,668 New
AA
477
Aire Advisors
California
$260K +$40 +1 +0%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$257K -$3.8K -94 -2%
NPT
479
National Philanthropic Trust
Pennsylvania
$255K +$11.5K +285 +5%
FCA
480
FLC Capital Advisors
California
$253K -$9.09K -225 -4%
CVM
481
Cheviot Value Management
California
$246K -$18.5K -459 -8%
MA
482
MONECO Advisors
Connecticut
$245K +$213K +5,283 New
GEA
483
Glen Eagle Advisors
New Jersey
$245K -$2.42K -60 -1%
TCBWMS
484
Texas Capital Bank Wealth Management Services
Texas
$245K
MOS
485
MGO One Seven
Ohio
$244K +$1.41K +35 +0.7%
GCM
486
Genus Capital Management
British Columbia, Canada
$243K -$55.4K -1,370 -21%
STS
487
SG Trading Solutions
Utah
$242K +$211K +5,218 New
HSBC Holdings
488
HSBC Holdings
United Kingdom
$242K -$69.9M -1,729,069 -100%
HI
489
Harbour Investments
Wisconsin
$242K +$109K +2,699 +107%
BMWM
490
Brown Miller Wealth Management
Virginia
$240K
Mirae Asset Global ETFs Holdings
491
Mirae Asset Global ETFs Holdings
Hong Kong
$240K +$44.4K +1,099 +27%
ICP
492
Interchange Capital Partners
Pennsylvania
$236K +$206K +5,104 New
PFA
493
Pure Financial Advisors
California
$236K -$92.4K -2,287 -31%
BNP Paribas Financial Markets
494
BNP Paribas Financial Markets
France
$235K -$163K -4,033 -44%
BS
495
Banco Santander
Spain
$234K -$964K -23,855 -83%
WF
496
Welch & Forbes
Massachusetts
$232K
Walleye Capital
497
Walleye Capital
New York
$231K -$285K -7,042 -59%
RA
498
Riversedge Advisors
Delaware
$229K -$12K -297 -6%
RIL
499
Rothschild Investment LLC
Illinois
$229K -$242 -6 -0.1%
FG
500
Foster Group
Iowa
$228K +$199K +4,924 New