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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
551
Guerra Advisors
Florida
$10.7K +$10.2K +262 New
FC
552
Financial Consulate
Maryland
$10.4K +$9.86K +254 New
RWS
553
Retirement Wealth Solutions
Wisconsin
$10K +$9.48K +244 New
AT
554
Arlington Trust
Alabama
$9.63K -$1.01K -26 -10%
WAS
555
Winch Advisory Services
Wisconsin
$9.56K
WWM
556
Wolff Wiese Magana
California
$9.35K +$8.86K +228 New
PAM
557
Paradigm Asset Management
New York
$9.18K
CI
558
CX Institutional
Indiana
$9K +$6.76K +174 +348%
FIM
559
FWL Investment Management
Texas
$8.98K
SVCP
560
Silicon Valley Capital Partners
California
$8.9K +$8.43K +217 New
RF
561
Roxbury Financial
New Jersey
$8.41K
MAS
562
MPWM Advisory Solutions
Georgia
$8.2K
TIAAOA
563
Teachers Insurance & Annuity Association of America
New York
$8.2K +$7.77K +200 New
WCM
564
Westend Capital Management
California
$8.16K +$7.73K +199 New
AWM
565
Abound Wealth Management
Tennessee
$8.04K +$6.53K +168 +600%
PCM
566
Penserra Capital Management
California
$8K -$2.8K -72 -27%
PWA
567
Principia Wealth Advisory
Texas
$7.83K +$4.74K +122 +177%
AFG
568
Albion Financial Group
Utah
$7.71K +$7.3K +188 New
FFA
569
Frazier Financial Advisors
Ohio
$7.5K
PWAM
570
Private Wealth Asset Management
Iowa
$7.38K
Baillie Gifford & Co
571
Baillie Gifford & Co
United Kingdom
$7.05K
EP
572
Essential Partners
California
$6.81K +$6.45K +166 New
BIA
573
Bell Investment Advisors
California
$6.31K -$1.28K -33 -18%
WWA
574
Wealth Watch Advisors
Colorado
$6.23K +$5.9K +152 New
SS
575
Sunbelt Securities
Texas
$6.19K +$1.2K +31 +26%