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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
TSMHT
576
Thurston Springer Miller Herd & Titak
Indiana
$4.43K
Federated Hermes
577
Federated Hermes
Pennsylvania
$4.22K
BOJHT
578
Bank of Jackson Hole Trust
Wyoming
$4.08K
KA
579
Kozak & Associates
Colorado
$3.67K
BFS
580
Bare Financial Services
Pennsylvania
$3.36K
FFO
581
Fortitude Family Office
Arizona
$3.03K
CPG
582
Cornerstone Planning Group
New Jersey
$2.93K
SWP
583
Strategic Wealth Partners
Ohio
$2.83K
Kayne Anderson Rudnick Investment Management
584
Kayne Anderson Rudnick Investment Management
California
$2.67K
MCM
585
Manchester Capital Management
Vermont
$2.54K
BWL
586
Bogart Wealth LLC
Virginia
$2.25K
AW
587
Avion Wealth
Texas
$2K
SC
588
Swan Capital
Florida
$1.97K
AF
589
Advisornet Financial
Minnesota
$1.93K
GFWA
590
Grey Fox Wealth Advisors
Delaware
$1.93K
DJSG
591
D.J. St. Germain
Massachusetts
$1.89K
ACA
592
American Capital Advisory
Idaho
$1.89K
AAG
593
Armstrong Advisory Group
Massachusetts
$1.56K
FCAS
594
First Command Advisory Services
Texas
$1.47K
BLC
595
Brown, Lisle/Cummings
Rhode Island
$1.44K
HI
596
Horizon Investments
North Carolina
$1.23K
CJ
597
Caitlin John
Michigan
$1.11K
HFM
598
Harvest Fund Management
China
$1K
SHIM
599
Stone House Investment Management
Pennsylvania
$902
CTC
600
Central Trust Company
Missouri
$820