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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
501
Paradigm Asset Management
New York
$6.92K – – –
WWP
502
WR Wealth Planners
Missouri
$6.83K -$2.41K -78 -26%
HC
503
Hoese & Co
Minnesota
$6.18K +$6.18K +200 New
Federated Hermes
504
Federated Hermes
Pennsylvania
$5.94K – – –
BIA
505
Bell Investment Advisors
California
$5.78K – – –
TSMHT
506
Thurston Springer Miller Herd & Titak
Indiana
$5.69K – – –
OWP
507
ORG Wealth Partners
Texas
$5.59K +$5.59K +181 New
OLVIG
508
Oliver Lagore Vanvalin Investment Group
Michigan
$5.56K -$12.9K -416 -70%
CCM
509
Copeland Capital Management
Pennsylvania
$5.29K +$5.29K +171 New
WIM
510
Westside Investment Management
California
$5.22K – – –
PCWA
511
Pacific Capital Wealth Advisors
California
$5.16K – – –
BOC
512
Bull Oak Capital
California
$4.3K +$4.3K +139 New
CFO
513
CVA Family Office
Colorado
$4.27K – – –
HWP
514
Highline Wealth Partners
California
$4.27K +$3.22K +104 +306%
DF
515
DecisionPoint Financial
Arizona
$4.2K – – –
FDCP
516
Foster Dykema Cabot & Partners
Massachusetts
$3.96K +$3.96K +128 New
PWA
517
Provenance Wealth Advisors
Florida
$3.71K – – –
SS
518
Sunbelt Securities
Texas
$3.71K – – –
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.43K – – –
IAIM
520
International Assets Investment Management
Florida
$3.2K +$3.2K +98,850 New
PPC
521
Park Place Capital
Alabama
$3.06K – – –
MWA
522
MFA Wealth Advisors
Pennsylvania
$3.06K – – –
ADL
523
Asset Dedication LLC
California
$2.94K +$2.94K +95 New
CPG
524
Cornerstone Planning Group
New Jersey
$2.66K +$295 +9 +13%
CT
525
Colonial Trust
South Carolina
$2.48K – – –
19 20
21
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