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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
501
Ameritas Advisory Services
Nebraska
$78.9K -$39 -1 -0.1%
Parallax Volatility Advisers
502
Parallax Volatility Advisers
California
$77.4K +$73.3K +1,887 New
NFSG
503
Newbridge Financial Services Group
Florida
$64.6K +$41.7K +1,075 +215%
BCM
504
Berbice Capital Management
New York
$61.5K
PFBT
505
Parkside Financial Bank & Trust
Missouri
$57.5K +$3.19K +82 +6%
GI
506
GAMMA Investing
California
$53.3K +$17.5K +450 +53%
WSFS
507
Wilmington Savings Fund Society
Delaware
$51.9K -$78.9K -2,032 -62%
MG
508
Mather Group
Illinois
$46K +$43.6K +1,123 New
SL
509
Salomon & Ludwin
Virginia
$46K +$41.9K +1,078 +2,567%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K -$5.83K -150 -12%
CB
511
Community Bank
New York
$41K
Nisa Investment Advisors
512
Nisa Investment Advisors
Missouri
$41K
ME
513
McIlrath & Eck
Washington
$40.6K
FC
514
Fairscale Capital
New Hampshire
$39.7K
TPCW
515
TD Private Client Wealth
New York
$38.9K -$1.13K -29 -3%
JWM
516
JPL Wealth Management
Colorado
$37.2K +$35.3K +908 New
ST
517
Smithfield Trust
Pennsylvania
$36K +$8.74K +225 +33%
AA
518
Addison Advisors
Vermont
$36K +$6.49K +167 +23%
PTC
519
Private Trust Company
Ohio
$34.8K +$14.2K +366 +75%
MPW
520
MASECO Private Wealth
$34.3K
LFG
521
Larson Financial Group
Missouri
$33.7K +$17.3K +445 +118%
Barclays
522
Barclays
United Kingdom
$32.7K -$39.7K -1,021 -56%
RF
523
Robinswood Financial
Washington
$32.7K
KFI
524
Key Financial Inc
Pennsylvania
$31.2K
CIA
525
Cape Investment Advisory
Georgia
$29.7K +$6.41K +165 +30%