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UBS Group
UBS

Overview Fund Activity

545 hedge funds and large institutions have $37.2B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 193 increasing their positions, 203 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-5
Holders Change %
-0.91%
% of All Funds
7.88%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
55
Increased
193
Reduced
203
Closed
56
Calls
$770M
Puts
$965M
Net Calls
-$195M
Net Calls Change
-$637M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.58B
2
Zurich Cantonal Bank
2
Zurich Cantonal Bank
Switzerland
$1.77B
3
Bank of America
3
Bank of America
North Carolina
$361M
4
Goldman Sachs
4
Goldman Sachs
New York
$640M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$424M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$2.34B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$683M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.82B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
SIS
5
Susquehanna International Securities
Ireland
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
576
Lighthouse Investment Partners
Florida
– -$220K -7,440 Closed
SIG
577
Senator Investment Group
New York
– -$213K -7,224 Closed
BCIM
578
British Columbia Investment Management
British Columbia, Canada
– -$210K -7,135 Closed
MOS
579
MGO One Seven
Ohio
– -$210K -7,107 Closed
SOW
580
State of Wyoming
Wyoming
– -$173K -5,847 Closed
SWS
581
SYSTM Wealth Solutions
Illinois
– -$94.7K -3,206 Closed
OWA
582
Opal Wealth Advisors
New York
– -$62.8K -2,125 Closed
CAM
583
Cacti Asset Management
Georgia
– -$58.9K -2,001 Closed
ATPW
584
Ashton Thomas Private Wealth
Arizona
– -$50.4K -1,706 Closed
RFG
585
RFP Financial Group
Georgia
– -$39K -1,321 Closed
RS
586
Rakuten Securities
Japan
– -$31.3K -1,060 Closed
GWSG
587
GPS Wealth Strategies Group
Colorado
– -$9.19K -311 Closed
GLR
588
Great Lakes Retirement
Ohio
– -$5.91K -200 Closed
OP
589
ORG Partners
Indiana
– -$5.42K -181 Closed
TFF
590
The Family Firm
Maryland
– -$4.52K -153 Closed
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$4.11K -139 Closed
WIA
592
Wetzel Investment Advisors
Indiana
– -$3.87K -126 Closed
FFC
593
First Financial Corp
Indiana
– -$2.87K -97 Closed
RCM
594
Richardson Capital Management
Wisconsin
– -$2.63K -89 Closed
GIA
595
GHP Investment Advisors
Colorado
– -$1.97K -67 Closed
TSWM
596
Tyler-Stone Wealth Management
Ohio
– -$1.95K -66 Closed
BFA
597
Brown Financial Advisors
Ohio
– -$1.6K -54 Closed
LIA
598
Lynx Investment Advisory
District of Columbia
– -$325 -11 Closed
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