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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.54%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
$858M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
3
SP
SIH Partners
Delaware
$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.07B
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$803M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.46B
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.57B
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$188M
5
Bank of America
Bank of America
North Carolina
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
576
Graham Capital Management
Connecticut
– -$2.36M -76,254 Closed
FTDI
577
First Trust Direct Indexing
Massachusetts
– -$2.23M -72,106 Closed
SSA
578
Schonfeld Strategic Advisors
New York
– -$1.75M -56,701 Closed
DTL
579
Dynamic Technology Lab
Singapore
– -$1.73M -56,012 Closed
MIS
580
Morningstar Investment Services
Illinois
– -$1.39M -44,917 Closed
SEC
581
Seven Eight Capital
New York
– -$1.03M -33,293 Closed
CPC
582
Cookson Peirce & Co
Pennsylvania
– -$755K -24,436 Closed
SGI
583
Summit Global Investments
Utah
– -$725K -23,445 Closed
XT
584
XTX Topco
Cayman Islands
– -$635K -20,534 Closed
Capital Fund Management (CFM)
585
Capital Fund Management (CFM)
France
– -$558K -18,053 Closed
HCA
586
Harbour Capital Advisors
Virginia
– -$565K -17,890 Closed
Prudential Financial
587
Prudential Financial
New Jersey
– -$473K -15,292 Closed
CM
588
Crestline Management
Texas
– -$362K -11,711 Closed
CC
589
Centiva Capital
New York
– -$299K -9,689 Closed
BC
590
Bridgefront Capital
Texas
– -$294K -9,509 Closed
MM
591
MQS Management
New York
– -$267K -8,649 Closed
AGP
592
Autumn Glory Partners
Texas
– -$252K -7,888 Closed
MAM
593
Morse Asset Management
Connecticut
– -$243K -7,875 Closed
FCI
594
Financial Counselors Inc
Kansas
– -$237K -7,659 Closed
AO
595
Advisor OS
Illinois
– -$221K -7,146 Closed
1WA
596
180 Wealth Advisors
Washington
– -$204K -6,589 Closed
FWA
597
FSC Wealth Advisors
New York
– -$71.5K -2,313 Closed
ASN
598
Advisory Services Network
Georgia
– -$53K -1,794 Closed
ACM
599
Aquatic Capital Management
Illinois
– -$40.9K -1,322 Closed
HGERS
600
Householder Group Estate & Retirement Specialist
Arizona
– -$26K -867 Closed
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