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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Sapient Capital
Indiana
$228K +$198K +4,903 New
SWM
502
Stronghold Wealth Management
Florida
$227K +$198K +4,901 New
FP
503
Financial Perspectives
Minnesota
$227K
BT
504
Banque Transatlantique
France
$226K
AT
505
American Trust
Kentucky
$226K +$197K +4,879 New
SFS
506
Sowell Financial Services
Arkansas
$225K +$197K +4,868 New
ASN
507
Advisory Services Network
Georgia
$224K +$23K +570 +13%
CIA
508
Capital Investment Advisors
Georgia
$224K +$195K +4,834 New
AGC
509
Aspen Grove Capital
Colorado
$224K -$17.6K -435 -8%
IWC
510
Integrated Wealth Concepts
Massachusetts
$223K -$2.61M -64,527 -93%
GC
511
Granville Capital
North Carolina
$222K +$194K +4,803 New
TFIPS
512
Towarzystwo Funduszy Inwestycyjnych PZU SA
$221K +$20.2K +500 +12%
IBOK
513
Independence Bank of Kentucky
Kentucky
$221K +$6.71K +166 +4%
SF
514
Summit Financial
New Jersey
$219K -$67.4K -1,667 -26%
5NPW
515
55 North Private Wealth
Florida
$216K +$188K +4,659 New
TFA
516
Tranquilli Financial Advisor
New Jersey
$214K +$187K +4,621 New
SFC
517
SYM Financial Corp
Indiana
$213K +$186K +4,597 New
SW
518
SVB Wealth
Massachusetts
$213K +$186K +4,595 New
CIA
519
Choate Investment Advisors
Massachusetts
$211K +$184K +4,546 New
TAM
520
Titleist Asset Management
Texas
$210K +$183K +4,541 New
FFS
521
Fortress Financial Solutions
Arizona
$208K +$181K +4,492 New
STA
522
Summit Trail Advisors
New York
$208K -$178K -4,413 -50%
Financial Engines Advisors
523
Financial Engines Advisors
California
$208K +$181K +4,486 New
TIAA Trust, National Association
524
TIAA Trust, National Association
North Carolina
$207K +$181K +4,480 New
HNB
525
Hilltop National Bank
Wyoming
$207K +$7.88K +195 +5%