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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
576
Clean Yield Group
Vermont
$27.4K
HWP
577
Highline Wealth Partners
California
$26.8K +$2.18K +54 +10%
SAG
578
SageView Advisory Group
California
$24.2K +$21.1K +522 New
W
579
WealthCollab
Washington
$23.6K
ZBNA
580
Zions Bancorporation, National Association
Utah
$23.2K
GCM
581
Gables Capital Management
Florida
$23.2K
CA
582
CoreCap Advisors
Michigan
$23K
RWA
583
Redmont Wealth Advisors
Illinois
$22K
AWA
584
Acumen Wealth Advisors
Tennessee
$21.9K +$19.1K +472 New
LC
585
Lavaca Capital
Texas
$21.3K
GKIM
586
GW&K Investment Management
Massachusetts
$21K
TFA
587
Transamerica Financial Advisors
Florida
$20.7K +$18.1K +447 New
SIC
588
SJS Investment Consulting
Ohio
$20.4K +$17.8K +441 New
TCM
589
Triumph Capital Management
Colorado
$20.3K +$17.7K +439 New
TWD
590
True Wealth Design
Ohio
$19.9K -$6.26K -155 -27%
USB
591
Union Savings Bank
Connecticut
$19K +$16.6K +410 New
NSG
592
Nalls Sherbakoff Group
Tennessee
$18.5K
BIA
593
Bell Investment Advisors
California
$18.1K +$9.58K +237 +154%
FMP
594
Financial Management Professionals
Texas
$17.3K
HDIM
595
Hanson & Doremus Investment Management
Vermont
$16K
FC
596
Financial Consulate
Maryland
$14.7K +$2.59K +64 +25%
SCM
597
Sterling Capital Management
North Carolina
$14.6K
MA
598
Montag & Associates
Georgia
$13.9K -$1.66K -41 -12%
PB
599
Pinnacle Bancorp
Nebraska
$13K
AF
600
Advisornet Financial
Minnesota
$12.9K +$9.37K +232 +494%