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UBS Group

613 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, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
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
CCM
576
Copeland Capital Management
Pennsylvania
$5.17K
FPF
577
First Pacific Financial
Washington
$5.17K
PWA
578
Physician Wealth Advisors
Utah
$5K
PWA
579
Provenance Wealth Advisors
Florida
$4.92K
TSMHT
580
Thurston Springer Miller Herd & Titak
Indiana
$4.43K
Federated Hermes
581
Federated Hermes
Pennsylvania
$4.22K
BOJHT
582
Bank of Jackson Hole Trust
Wyoming
$4.08K
KA
583
Kozak & Associates
Colorado
$3.67K
BFS
584
Bare Financial Services
Pennsylvania
$3.36K
FFO
585
Fortitude Family Office
Arizona
$3.03K
CPG
586
Cornerstone Planning Group
New Jersey
$2.93K
SWP
587
Strategic Wealth Partners
Ohio
$2.83K
Kayne Anderson Rudnick Investment Management
588
Kayne Anderson Rudnick Investment Management
California
$2.67K
MCM
589
Manchester Capital Management
Vermont
$2.54K
BWL
590
Bogart Wealth LLC
Virginia
$2.25K
KG
591
Kilter Group
New York
$2.13K
AW
592
Avion Wealth
Texas
$2K
SC
593
Swan Capital
Florida
$1.97K
AF
594
Advisornet Financial
Minnesota
$1.93K
GFWA
595
Grey Fox Wealth Advisors
Delaware
$1.93K
DJSG
596
D.J. St. Germain
Massachusetts
$1.89K
ACA
597
American Capital Advisory
Idaho
$1.89K
AAG
598
Armstrong Advisory Group
Massachusetts
$1.56K
FCAS
599
First Command Advisory Services
Texas
$1.47K
BLC
600
Brown, Lisle/Cummings
Rhode Island
$1.44K