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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
Exencial Wealth Advisors
Oklahoma
$207K +$180K +4,464 New
AG
527
AlTi Global
New York
$205K +$179K +4,437 New
SCM
528
Shelton Capital Management
Colorado
$205K +$179K +4,435 New
CPA
529
Capital Performance Advisors
California
$204K +$178K +4,409 New
IA
530
IFP Advisors
Florida
$192K +$37.1K +918 +28%
IUHSA
531
Itau Unibanco Holding S.A.
Brazil
$181K +$158K +3,916 New
UB
532
UMB Bank
Missouri
$177K -$3.11K -77 -2%
BC
533
Bayforest Capital
United Kingdom
$162K +$142K +3,508 New
A
534
Allianz
Germany
$158K
GSWM
535
Golden State Wealth Management
California
$146K -$2.22K -55 -2%
CFD
536
Creative Financial Designs
Indiana
$133K +$40 +1 +0%
MHR
537
Matthew Hamilton Rosenberg
$124K -$3.27K -81 -3%
BGAI
538
Bruce G. Allen Investments
Colorado
$122K -$404 -10 -0.4%
AUB
539
Atlantic Union Bankshares
Virginia
$119K
CSP
540
Cary Street Partners
Virginia
$111K +$97.1K +2,403 New
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$106K -$4.44K -110 -5%
WIM
542
Westside Investment Management
California
$98.7K
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$97.7K +$85.2K +2,109 New
AWM
544
Activest Wealth Management
Florida
$93.3K
BCM
545
Berbice Capital Management
New York
$74.1K +$4.04K +100 +7%
WSFS
546
Wilmington Savings Fund Society
Delaware
$73.6K +$13.1K +325 +26%
NFSG
547
Newbridge Financial Services Group
Florida
$72.9K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$67.8K +$2.42K +60 +4%
SIS
549
Sound Income Strategies
Florida
$64.8K +$33.5K +829 +154%
KBFS
550
Kohmann Bosshard Financial Services
Ohio
$62.5K +$54.5K +1,350 New