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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
SIS
526
Sound Income Strategies
Florida
$21.6K
HWP
527
Highline Wealth Partners
California
$21.5K
W
528
WealthCollab
Washington
$20.9K
ZBNA
529
Zions Bancorporation, National Association
Utah
$20.5K
GCM
530
Gables Capital Management
Florida
$20.5K
CA
531
CoreCap Advisors
Michigan
$20.4K
RWA
532
Redmont Wealth Advisors
Illinois
$19.5K
GKIM
533
GW&K Investment Management
Massachusetts
$19K
LC
534
Lavaca Capital
Texas
$18.9K
MSG
535
Main Street Group
Virginia
$18.1K
FMP
536
Financial Management Professionals
Texas
$15.3K
MA
537
Montag & Associates
Georgia
$14K
HDIM
538
Hanson & Doremus Investment Management
Vermont
$14K
BI
539
Binnacle Investments
Iowa
$13.7K
SCM
540
Sterling Capital Management
North Carolina
$12.9K
QL
541
Quarry LP
New York
$11.7K
PB
542
Pinnacle Bancorp
Nebraska
$11.5K
SIC
543
Salem Investment Counselors
North Carolina
$11.1K
GA
544
Guerra Advisors
Florida
$10.7K
FC
545
Financial Consulate
Maryland
$10.4K
RWS
546
Retirement Wealth Solutions
Wisconsin
$10K
AT
547
Arlington Trust
Alabama
$9.63K
WAS
548
Winch Advisory Services
Wisconsin
$9.56K
WWM
549
Wolff Wiese Magana
California
$9.35K
PAM
550
Paradigm Asset Management
New York
$9.18K