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UBS Group

674 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 243 increasing their positions, 196 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
576
GW&K Investment Management
Massachusetts
$21K
TFA
577
Transamerica Financial Advisors
Florida
$20.7K
SIC
578
SJS Investment Consulting
Ohio
$20.4K
TCM
579
Triumph Capital Management
Colorado
$20.3K
TWD
580
True Wealth Design
Ohio
$19.9K
BIA
581
Bell Investment Advisors
California
$18.1K
FMP
582
Financial Management Professionals
Texas
$17.3K
HDIM
583
Hanson & Doremus Investment Management
Vermont
$16K
FC
584
Financial Consulate
Maryland
$14.7K
SCM
585
Sterling Capital Management
North Carolina
$14.6K
MA
586
Montag & Associates
Georgia
$13.9K
PB
587
Pinnacle Bancorp
Nebraska
$13K
AF
588
Advisornet Financial
Minnesota
$12.9K
UFPG
589
United Financial Planning Group
New York
$11.3K
AWM
590
Abound Wealth Management
Tennessee
$11.2K
RWS
591
Retirement Wealth Solutions
Wisconsin
$10.9K
WAS
592
Winch Advisory Services
Wisconsin
$10.8K
PAM
593
Paradigm Asset Management
New York
$10.4K
AA
594
Ancora Advisors
Ohio
$10.1K
CI
595
CX Institutional
Indiana
$10K
RF
596
Roxbury Financial
New Jersey
$9.51K
MAS
597
MPWM Advisory Solutions
Georgia
$9.26K
WCM
598
Westend Capital Management
California
$9.22K
CFM
599
Cornerstone Financial Management
Massachusetts
$9.17K
TAM
600
Tucker Asset Management
Colorado
$9.03K