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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
FWA
526
Flagship Wealth Advisors
Massachusetts
$28.7K +$27.2K +700 New
MCM
527
MAI Capital Management
Ohio
$25.4K -$146K -3,756 -86%
TRCT
528
Tower Research Capital (TRC)
New York
$24.5K -$712K -18,344 -97%
CYG
529
Clean Yield Group
Vermont
$24.2K
TWD
530
True Wealth Design
Ohio
$23.9K +$22.7K +584 New
HNB
531
Huntington National Bank
Ohio
$23.2K +$6.6K +170 +43%
SIS
532
Sound Income Strategies
Florida
$21.6K
HWP
533
Highline Wealth Partners
California
$21.5K +$11.7K +300 +133%
W
534
WealthCollab
Washington
$20.9K +$2.17K +56 +12%
ZBNA
535
Zions Bancorporation, National Association
Utah
$20.5K -$1.9K -49 -9%
GCM
536
Gables Capital Management
Florida
$20.5K
CA
537
CoreCap Advisors
Michigan
$20.4K
RWA
538
Redmont Wealth Advisors
Illinois
$19.5K
GKIM
539
GW&K Investment Management
Massachusetts
$19K
LC
540
Lavaca Capital
Texas
$18.9K
MSG
541
Main Street Group
Virginia
$18.1K
NSG
542
Nalls Sherbakoff Group
Tennessee
$16.4K
FMP
543
Financial Management Professionals
Texas
$15.3K +$350 +9 +2%
MA
544
Montag & Associates
Georgia
$14K -$2.56K -66 -16%
HDIM
545
Hanson & Doremus Investment Management
Vermont
$14K
BI
546
Binnacle Investments
Iowa
$13.7K +$6.02K +155 +86%
SCM
547
Sterling Capital Management
North Carolina
$12.9K
QL
548
Quarry LP
New York
$11.7K +$11.1K +286 New
PB
549
Pinnacle Bancorp
Nebraska
$11.5K -$6.06K -156 -36%
SIC
550
Salem Investment Counselors
North Carolina
$11.1K