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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
CYG
526
Clean Yield Group
Vermont
$24.2K
TWD
527
True Wealth Design
Ohio
$23.9K
HNB
528
Huntington National Bank
Ohio
$23.2K
SIS
529
Sound Income Strategies
Florida
$21.6K
HWP
530
Highline Wealth Partners
California
$21.5K
W
531
WealthCollab
Washington
$20.9K
ZBNA
532
Zions Bancorporation, National Association
Utah
$20.5K
GCM
533
Gables Capital Management
Florida
$20.5K
CA
534
CoreCap Advisors
Michigan
$20.4K
RWA
535
Redmont Wealth Advisors
Illinois
$19.5K
GKIM
536
GW&K Investment Management
Massachusetts
$19K
LC
537
Lavaca Capital
Texas
$18.9K
MSG
538
Main Street Group
Virginia
$18.1K
FMP
539
Financial Management Professionals
Texas
$15.3K
MA
540
Montag & Associates
Georgia
$14K
HDIM
541
Hanson & Doremus Investment Management
Vermont
$14K
BI
542
Binnacle Investments
Iowa
$13.7K
SCM
543
Sterling Capital Management
North Carolina
$12.9K
QL
544
Quarry LP
New York
$11.7K
PB
545
Pinnacle Bancorp
Nebraska
$11.5K
SIC
546
Salem Investment Counselors
North Carolina
$11.1K
GA
547
Guerra Advisors
Florida
$10.7K
FC
548
Financial Consulate
Maryland
$10.4K
RWS
549
Retirement Wealth Solutions
Wisconsin
$10K
AT
550
Arlington Trust
Alabama
$9.63K