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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
CPG
551
Cornerstone Planning Group
New Jersey
$46.5K
CB
552
Community Bank
New York
$46.3K
Nisa Investment Advisors
553
Nisa Investment Advisors
Missouri
$46.3K
B
554
Bayban
Minnesota
$46.3K
ME
555
McIlrath & Eck
Washington
$45.9K
CIA
556
Cape Investment Advisory
Georgia
$45K
FC
557
Fairscale Capital
New Hampshire
$44.9K
ST
558
Smithfield Trust
Pennsylvania
$44K
SWM
559
SHP Wealth Management
Massachusetts
$41.8K
LFG
560
Larson Financial Group
Missouri
$40.6K
PB
561
Prosperity Bancshares
Texas
$40.3K
MCM
562
MAI Capital Management
Ohio
$37K
KFI
563
Key Financial Inc
Pennsylvania
$35.8K
AA
564
Addison Advisors
Vermont
$32.9K
FWA
565
Flagship Wealth Advisors
Massachusetts
$32.4K
NL
566
Navalign LLC
California
$31.9K
MB
567
MidFirst Bank
Oklahoma
$30.5K
PTC
568
Private Trust Company
Ohio
$29.6K
FDCDDQ
569
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K
HNB
570
Huntington National Bank
Ohio
$27.6K
CYG
571
Clean Yield Group
Vermont
$27.4K
HWP
572
Highline Wealth Partners
California
$26.8K
SAG
573
SageView Advisory Group
California
$24.2K
W
574
WealthCollab
Washington
$23.6K
ZBNA
575
Zions Bancorporation, National Association
Utah
$23.2K