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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
CB
501
Community Bank
New York
$41K
ME
502
McIlrath & Eck
Washington
$40.6K
FC
503
Fairscale Capital
New Hampshire
$39.7K
TPCW
504
TD Private Client Wealth
New York
$38.9K
JWM
505
JPL Wealth Management
Colorado
$37.2K
ST
506
Smithfield Trust
Pennsylvania
$36K
AA
507
Addison Advisors
Vermont
$36K
PTC
508
Private Trust Company
Ohio
$34.8K
MPW
509
MASECO Private Wealth
$34.3K
LFG
510
Larson Financial Group
Missouri
$33.7K
Barclays
511
Barclays
United Kingdom
$32.7K
KFI
512
Key Financial Inc
Pennsylvania
$31.2K
FWA
513
Flagship Wealth Advisors
Massachusetts
$28.7K
MCM
514
MAI Capital Management
Ohio
$25.4K
TRCT
515
Tower Research Capital (TRC)
New York
$24.5K
CYG
516
Clean Yield Group
Vermont
$24.2K
TWD
517
True Wealth Design
Ohio
$23.9K
HNB
518
Huntington National Bank
Ohio
$23.2K
SIS
519
Sound Income Strategies
Florida
$21.6K
HWP
520
Highline Wealth Partners
California
$21.5K
W
521
WealthCollab
Washington
$20.9K
ZBNA
522
Zions Bancorporation, National Association
Utah
$20.5K
GCM
523
Gables Capital Management
Florida
$20.5K
CA
524
CoreCap Advisors
Michigan
$20.4K
RWA
525
Redmont Wealth Advisors
Illinois
$19.5K