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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
SL
551
Salomon & Ludwin
Virginia
$62.4K +$7.15K +177 +16%
GI
552
GAMMA Investing
California
$60.2K
VEA
553
Virtus ETF Advisers
New York
$59.4K -$36.8K -912 -36%
TPCW
554
TD Private Client Wealth
New York
$57.6K +$11.9K +295 +31%
YP
555
YANKCOM Partnership
South Dakota
$46.7K +$40.7K +1,008 New
CPG
556
Cornerstone Planning Group
New Jersey
$46.5K +$35.6K +882 +1,014%
CB
557
Community Bank
New York
$46.3K
Nisa Investment Advisors
558
Nisa Investment Advisors
Missouri
$46.3K
B
559
Bayban
Minnesota
$46.3K +$40.4K +1,000 New
ME
560
McIlrath & Eck
Washington
$45.9K
CIA
561
Cape Investment Advisory
Georgia
$45K +$9.98K +247 +34%
FC
562
Fairscale Capital
New Hampshire
$44.9K
ST
563
Smithfield Trust
Pennsylvania
$44K
SWM
564
SHP Wealth Management
Massachusetts
$41.8K +$36.5K +903 New
LFG
565
Larson Financial Group
Missouri
$40.6K +$2.22K +55 +7%
PB
566
Prosperity Bancshares
Texas
$40.3K +$35.2K +870 New
MCM
567
MAI Capital Management
Ohio
$37K +$7.23K +179 +29%
KFI
568
Key Financial Inc
Pennsylvania
$35.8K
AA
569
Addison Advisors
Vermont
$32.9K -$6.75K -167 -19%
FWA
570
Flagship Wealth Advisors
Massachusetts
$32.4K
NL
571
Navalign LLC
California
$31.9K +$27.8K +688 New
MB
572
MidFirst Bank
Oklahoma
$30.5K +$26.6K +658 New
PTC
573
Private Trust Company
Ohio
$29.6K -$8.81K -218 -26%
FDCDDQ
574
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K -$18K -446 -41%
HNB
575
Huntington National Bank
Ohio
$27.6K +$1.13K +28 +5%