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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
526
Allianz
Germany
$158K
GSWM
527
Golden State Wealth Management
California
$146K
CFD
528
Creative Financial Designs
Indiana
$133K
MHR
529
Matthew Hamilton Rosenberg
$124K
BGAI
530
Bruce G. Allen Investments
Colorado
$122K
AUB
531
Atlantic Union Bankshares
Virginia
$119K
CSP
532
Cary Street Partners
Virginia
$111K
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$106K
WIM
534
Westside Investment Management
California
$98.7K
CSPIA
535
Cary Street Partners Investment Advisory
Virginia
$97.7K
AWM
536
Activest Wealth Management
Florida
$93.3K
BCM
537
Berbice Capital Management
New York
$74.1K
WSFS
538
Wilmington Savings Fund Society
Delaware
$73.6K
NFSG
539
Newbridge Financial Services Group
Florida
$72.9K
PFBT
540
Parkside Financial Bank & Trust
Missouri
$67.8K
SIS
541
Sound Income Strategies
Florida
$64.8K
KBFS
542
Kohmann Bosshard Financial Services
Ohio
$62.5K
SL
543
Salomon & Ludwin
Virginia
$62.4K
GI
544
GAMMA Investing
California
$60.2K
VEA
545
Virtus ETF Advisers
New York
$59.4K
TPCW
546
TD Private Client Wealth
New York
$57.6K
YP
547
YANKCOM Partnership
South Dakota
$46.7K
CPG
548
Cornerstone Planning Group
New Jersey
$46.5K
Nisa Investment Advisors
549
Nisa Investment Advisors
Missouri
$46.3K
CB
550
Community Bank
New York
$46.3K