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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
GI
501
GAMMA Investing
California
$53.3K
WSFS
502
Wilmington Savings Fund Society
Delaware
$51.9K
MG
503
Mather Group
Illinois
$46K
SL
504
Salomon & Ludwin
Virginia
$46K
FDCDDQ
505
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.1K
Nisa Investment Advisors
506
Nisa Investment Advisors
Missouri
$41K
CB
507
Community Bank
New York
$41K
ME
508
McIlrath & Eck
Washington
$40.6K
FC
509
Fairscale Capital
New Hampshire
$39.7K
TPCW
510
TD Private Client Wealth
New York
$38.9K
JWM
511
JPL Wealth Management
Colorado
$37.2K
ST
512
Smithfield Trust
Pennsylvania
$36K
AA
513
Addison Advisors
Vermont
$36K
PTC
514
Private Trust Company
Ohio
$34.8K
MPW
515
MASECO Private Wealth
$34.3K
LFG
516
Larson Financial Group
Missouri
$33.7K
Barclays
517
Barclays
United Kingdom
$32.7K
KFI
518
Key Financial Inc
Pennsylvania
$31.2K
CIA
519
Cape Investment Advisory
Georgia
$29.7K
FWA
520
Flagship Wealth Advisors
Massachusetts
$28.7K
MCM
521
MAI Capital Management
Ohio
$25.4K
TRCT
522
Tower Research Capital (TRC)
New York
$24.5K
CYG
523
Clean Yield Group
Vermont
$24.2K
TWD
524
True Wealth Design
Ohio
$23.9K
HNB
525
Huntington National Bank
Ohio
$23.2K