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UBS Group

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66%0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
576
CVA Family Office
Colorado
$5.66K
OP
577
ORG Partners
Indiana
$5.54K
LI
578
LRI Investments
Florida
$5.49K +$932 +24 +22%
HAP
579
Harbor Asset Planning
Massachusetts
$5.45K
FDCP
580
Foster Dykema Cabot & Partners
Massachusetts
$5.25K
CCM
581
Copeland Capital Management
Pennsylvania
$5.17K -$1.75K -45 -26%
FPF
582
First Pacific Financial
Washington
$5.17K -$621 -16 -11%
PWA
583
Physician Wealth Advisors
Utah
$5K
PWA
584
Provenance Wealth Advisors
Florida
$4.92K
TSMHT
585
Thurston Springer Miller Herd & Titak
Indiana
$4.43K -$6.95K -179 -62%
Federated Hermes
586
Federated Hermes
Pennsylvania
$4.22K -$2.99K -77 -43%
BOJHT
587
Bank of Jackson Hole Trust
Wyoming
$4.08K
KA
588
Kozak & Associates
Colorado
$3.67K +$3.73K +96 New
BFS
589
Bare Financial Services
Pennsylvania
$3.36K +$117 +3 +4%
FFO
590
Fortitude Family Office
Arizona
$3.03K
CPG
591
Cornerstone Planning Group
New Jersey
$2.93K -$10.3K -266 -75%
SWP
592
Strategic Wealth Partners
Ohio
$2.83K -$7.22K -186 -73%
Kayne Anderson Rudnick Investment Management
593
Kayne Anderson Rudnick Investment Management
California
$2.67K
MCM
594
Manchester Capital Management
Vermont
$2.54K +$2.41K +62 New
BWL
595
Bogart Wealth LLC
Virginia
$2.25K
KG
596
Kilter Group
New York
$2.13K +$1.13K +29 +126%
AW
597
Avion Wealth
Texas
$2K
SC
598
Swan Capital
Florida
$1.97K -$1.86K -48 -50%
AF
599
Advisornet Financial
Minnesota
$1.93K -$5.2K -134 -74%
GFWA
600
Grey Fox Wealth Advisors
Delaware
$1.93K +$1.82K +47 New