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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
ME
551
McIlrath & Eck
Washington
$45.9K
CIA
552
Cape Investment Advisory
Georgia
$45K
FC
553
Fairscale Capital
New Hampshire
$44.9K
ST
554
Smithfield Trust
Pennsylvania
$44K
LFG
555
Larson Financial Group
Missouri
$40.6K
PB
556
Prosperity Bancshares
Texas
$40.3K
MCM
557
MAI Capital Management
Ohio
$37K
KFI
558
Key Financial Inc
Pennsylvania
$35.8K
AA
559
Addison Advisors
Vermont
$32.9K
FWA
560
Flagship Wealth Advisors
Massachusetts
$32.4K
NL
561
Navalign LLC
California
$31.9K
MB
562
MidFirst Bank
Oklahoma
$30.5K
PTC
563
Private Trust Company
Ohio
$29.6K
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K
HNB
565
Huntington National Bank
Ohio
$27.6K
CYG
566
Clean Yield Group
Vermont
$27.4K
HWP
567
Highline Wealth Partners
California
$26.8K
SAG
568
SageView Advisory Group
California
$24.2K
W
569
WealthCollab
Washington
$23.6K
ZBNA
570
Zions Bancorporation, National Association
Utah
$23.2K
GCM
571
Gables Capital Management
Florida
$23.2K
CA
572
CoreCap Advisors
Michigan
$23K
RWA
573
Redmont Wealth Advisors
Illinois
$22K
AWA
574
Acumen Wealth Advisors
Tennessee
$21.9K
LC
575
Lavaca Capital
Texas
$21.3K