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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
GKIM
526
GW&K Investment Management
Massachusetts
$19K
LC
527
Lavaca Capital
Texas
$18.9K
MSG
528
Main Street Group
Virginia
$18.1K
FMP
529
Financial Management Professionals
Texas
$15.3K
MA
530
Montag & Associates
Georgia
$14K
HDIM
531
Hanson & Doremus Investment Management
Vermont
$14K
TCM
532
Triumph Capital Management
Colorado
$14K
BI
533
Binnacle Investments
Iowa
$13.7K
SCM
534
Sterling Capital Management
North Carolina
$12.9K
QL
535
Quarry LP
New York
$11.7K
PB
536
Pinnacle Bancorp
Nebraska
$11.5K
SIC
537
Salem Investment Counselors
North Carolina
$11.1K
GA
538
Guerra Advisors
Florida
$10.7K
FC
539
Financial Consulate
Maryland
$10.4K
RWS
540
Retirement Wealth Solutions
Wisconsin
$10K
AT
541
Arlington Trust
Alabama
$9.63K
WAS
542
Winch Advisory Services
Wisconsin
$9.56K
WWM
543
Wolff Wiese Magana
California
$9.35K
PAM
544
Paradigm Asset Management
New York
$9.18K
CI
545
CX Institutional
Indiana
$9K
FIM
546
FWL Investment Management
Texas
$8.98K
SVCP
547
Silicon Valley Capital Partners
California
$8.9K
RF
548
Roxbury Financial
New Jersey
$8.41K
MAS
549
MPWM Advisory Solutions
Georgia
$8.2K
TIAAOA
550
Teachers Insurance & Annuity Association of America
New York
$8.2K