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UBS Group
UBS

Overview Fund Activity

535 hedge funds and large institutions have $42.3B invested in UBS Group in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 204 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
7.76%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.33%
New
63
Increased
204
Reduced
187
Closed
47
Calls
$1.42B
Puts
$781M
Net Calls
+$635M
Net Calls Change
+$207M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$878M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$308M
4
UBS Group
4
UBS Group
Switzerland
$4.32B
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$453M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$2.32B
2
Goldman Sachs
2
Goldman Sachs
New York
$744M
3
Morgan Stanley
3
Morgan Stanley
New York
$354M
4
CCM
4
Causeway Capital Management
California
$0
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
501
Bell Investment Advisors
California
$5.75K -$31 -1 -0.5%
W
502
WealthCollab
Washington
$5.59K – – –
OLVIG
503
Oliver Lagore Vanvalin Investment Group
Michigan
$5.53K – – –
Federated Hermes
504
Federated Hermes
Pennsylvania
$5.35K – – –
CCM
505
Copeland Capital Management
Pennsylvania
$5.25K – – –
PCWA
506
Pacific Capital Wealth Advisors
California
$5.13K +$5.13K +167 New
CFO
507
CVA Family Office
Colorado
$4.24K – – –
FGAM
508
Financial Gravity Asset Management
Texas
$4.06K +$4.03K +131 +13,100%
DF
509
DecisionPoint Financial
Arizona
$3.72K – – –
SS
510
Sunbelt Securities
Texas
$3.69K – – –
PWA
511
Provenance Wealth Advisors
Florida
$3.69K – – –
WIA
512
Wetzel Investment Advisors
Indiana
$3.54K – – –
BCMLT
513
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.41K – – –
PMFA
514
Plante Moran Financial Advisors
Michigan
$3.13K +$3.13K +102 New
BF
515
BOK Financial
Oklahoma
$3.05K -$28.5K -934 -90%
PPC
516
Park Place Capital
Alabama
$3.04K – – –
FFC
517
First Financial Corp
Indiana
$2.98K +$2.98K +97 New
CTWM
518
Cherry Tree Wealth Management
Minnesota
$2.3K +$2.3K +75 New
FFO
519
Fortitude Family Office
Arizona
$2.27K – – –
AWM
520
Abound Wealth Management
Tennessee
$2.18K -$184 -6 -8%
KWAG
521
Kiely Wealth Advisory Group
North Carolina
$2.06K +$2.06K +75 New
AW
522
Avion Wealth
Texas
$2K – – –
FSWA
523
Financial Synergies Wealth Advisors
Texas
$1.75K +$338 +11 +24%
BWL
524
Bogart Wealth LLC
Virginia
$1.48K – – –
AF
525
Advisornet Financial
Minnesota
$1.44K +$1.44K +47 New
19 20
21
22 23