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UBS Group

602 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, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
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
CPG
576
Cornerstone Planning Group
New Jersey
$2.93K
SWP
577
Strategic Wealth Partners
Ohio
$2.83K
Kayne Anderson Rudnick Investment Management
578
Kayne Anderson Rudnick Investment Management
California
$2.67K
MCM
579
Manchester Capital Management
Vermont
$2.54K
BWL
580
Bogart Wealth LLC
Virginia
$2.25K
AW
581
Avion Wealth
Texas
$2K
SC
582
Swan Capital
Florida
$1.97K
AF
583
Advisornet Financial
Minnesota
$1.93K
GFWA
584
Grey Fox Wealth Advisors
Delaware
$1.93K
DJSG
585
D.J. St. Germain
Massachusetts
$1.89K
ACA
586
American Capital Advisory
Idaho
$1.89K
AAG
587
Armstrong Advisory Group
Massachusetts
$1.56K
FCAS
588
First Command Advisory Services
Texas
$1.47K
BLC
589
Brown, Lisle/Cummings
Rhode Island
$1.44K
HI
590
Horizon Investments
North Carolina
$1.23K
CJ
591
Caitlin John
Michigan
$1.11K
HFM
592
Harvest Fund Management
China
$1K
SHIM
593
Stone House Investment Management
Pennsylvania
$902
CTC
594
Central Trust Company
Missouri
$820
CA
595
Crewe Advisors
Utah
$697
BMC
596
Bear Mountain Capital
Washington
$676
PAM
597
Palisade Asset Management
Minnesota
$615
NSIM
598
North Star Investment Management
Illinois
$533
TC
599
Truvestments Capital
Florida
$246
TIM
600
Tortoise Investment Management
New York
$123