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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
WCM
551
Westend Capital Management
California
$8.16K
AWM
552
Abound Wealth Management
Tennessee
$8.04K
PCM
553
Penserra Capital Management
California
$8K
AFG
554
Albion Financial Group
Utah
$7.71K
FFA
555
Frazier Financial Advisors
Ohio
$7.5K
PWAM
556
Private Wealth Asset Management
Iowa
$7.38K
Baillie Gifford & Co
557
Baillie Gifford & Co
United Kingdom
$7.05K
BIA
558
Bell Investment Advisors
California
$6.31K
WWA
559
Wealth Watch Advisors
Colorado
$6.23K
SS
560
Sunbelt Securities
Texas
$6.19K
CFO
561
CVA Family Office
Colorado
$5.66K
OP
562
ORG Partners
Indiana
$5.54K
LI
563
LRI Investments
Florida
$5.49K
HAP
564
Harbor Asset Planning
Massachusetts
$5.45K
FDCP
565
Foster Dykema Cabot & Partners
Massachusetts
$5.25K
CCM
566
Copeland Capital Management
Pennsylvania
$5.17K
FPF
567
First Pacific Financial
Washington
$5.17K
PWA
568
Physician Wealth Advisors
Utah
$5K
PWA
569
Provenance Wealth Advisors
Florida
$4.92K
TSMHT
570
Thurston Springer Miller Herd & Titak
Indiana
$4.43K
Federated Hermes
571
Federated Hermes
Pennsylvania
$4.22K
BOJHT
572
Bank of Jackson Hole Trust
Wyoming
$4.08K
KA
573
Kozak & Associates
Colorado
$3.67K
BFS
574
Bare Financial Services
Pennsylvania
$3.36K
FFO
575
Fortitude Family Office
Arizona
$3.03K