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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGC
501
Aspen Grove Capital
Colorado
$224K
IWC
502
Integrated Wealth Concepts
Massachusetts
$223K
GC
503
Granville Capital
North Carolina
$222K
TFIPS
504
Towarzystwo Funduszy Inwestycyjnych PZU SA
$221K
IBOK
505
Independence Bank of Kentucky
Kentucky
$221K
SF
506
Summit Financial
New Jersey
$219K
5NPW
507
55 North Private Wealth
Florida
$216K
TFA
508
Tranquilli Financial Advisor
New Jersey
$214K
SFC
509
SYM Financial Corp
Indiana
$213K
SW
510
SVB Wealth
Massachusetts
$213K
CIA
511
Choate Investment Advisors
Massachusetts
$211K
TAM
512
Titleist Asset Management
Texas
$210K
FFS
513
Fortress Financial Solutions
Arizona
$208K
STA
514
Summit Trail Advisors
New York
$208K
Financial Engines Advisors
515
Financial Engines Advisors
California
$208K
TIAA Trust, National Association
516
TIAA Trust, National Association
North Carolina
$207K
HNB
517
Hilltop National Bank
Wyoming
$207K
EWA
518
Exencial Wealth Advisors
Oklahoma
$207K
AG
519
AlTi Global
New York
$205K
SCM
520
Shelton Capital Management
Colorado
$205K
CPA
521
Capital Performance Advisors
California
$204K
IA
522
IFP Advisors
Florida
$192K
IUHSA
523
Itau Unibanco Holding S.A.
Brazil
$181K
UB
524
UMB Bank
Missouri
$177K
BC
525
Bayforest Capital
United Kingdom
$162K