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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
WAS
551
Winch Advisory Services
Wisconsin
$9.56K
WWM
552
Wolff Wiese Magana
California
$9.35K
PAM
553
Paradigm Asset Management
New York
$9.18K
CI
554
CX Institutional
Indiana
$9K
FIM
555
FWL Investment Management
Texas
$8.98K
SVCP
556
Silicon Valley Capital Partners
California
$8.9K
RF
557
Roxbury Financial
New Jersey
$8.41K
MAS
558
MPWM Advisory Solutions
Georgia
$8.2K
TIAAOA
559
Teachers Insurance & Annuity Association of America
New York
$8.2K
WCM
560
Westend Capital Management
California
$8.16K
AWM
561
Abound Wealth Management
Tennessee
$8.04K
PCM
562
Penserra Capital Management
California
$8K
PWA
563
Principia Wealth Advisory
Texas
$7.83K
AFG
564
Albion Financial Group
Utah
$7.71K
FFA
565
Frazier Financial Advisors
Ohio
$7.5K
PWAM
566
Private Wealth Asset Management
Iowa
$7.38K
Baillie Gifford & Co
567
Baillie Gifford & Co
United Kingdom
$7.05K
BIA
568
Bell Investment Advisors
California
$6.31K
WWA
569
Wealth Watch Advisors
Colorado
$6.23K
SS
570
Sunbelt Securities
Texas
$6.19K
CFO
571
CVA Family Office
Colorado
$5.66K
OP
572
ORG Partners
Indiana
$5.54K
LI
573
LRI Investments
Florida
$5.49K
HAP
574
Harbor Asset Planning
Massachusetts
$5.45K
FDCP
575
Foster Dykema Cabot & Partners
Massachusetts
$5.25K