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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$225K
ASN
502
Advisory Services Network
Georgia
$224K
CIA
503
Capital Investment Advisors
Georgia
$224K
AGC
504
Aspen Grove Capital
Colorado
$224K
IWC
505
Integrated Wealth Concepts
Massachusetts
$223K
GC
506
Granville Capital
North Carolina
$222K
TFIPS
507
Towarzystwo Funduszy Inwestycyjnych PZU SA
$221K
IBOK
508
Independence Bank of Kentucky
Kentucky
$221K
SF
509
Summit Financial
New Jersey
$219K
5NPW
510
55 North Private Wealth
Florida
$216K
TFA
511
Tranquilli Financial Advisor
New Jersey
$214K
SFC
512
SYM Financial Corp
Indiana
$213K
SW
513
SVB Wealth
Massachusetts
$213K
CIA
514
Choate Investment Advisors
Massachusetts
$211K
TAM
515
Titleist Asset Management
Texas
$210K
FFS
516
Fortress Financial Solutions
Arizona
$208K
STA
517
Summit Trail Advisors
New York
$208K
Financial Engines Advisors
518
Financial Engines Advisors
California
$208K
TIAA Trust, National Association
519
TIAA Trust, National Association
North Carolina
$207K
HNB
520
Hilltop National Bank
Wyoming
$207K
EWA
521
Exencial Wealth Advisors
Oklahoma
$207K
AG
522
AlTi Global
New York
$205K
SCM
523
Shelton Capital Management
Colorado
$205K
CPA
524
Capital Performance Advisors
California
$204K
IA
525
IFP Advisors
Florida
$192K