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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
ACA
601
American Capital Advisory
Idaho
$1.89K +$1.79K +46 New
DJSG
602
D.J. St. Germain
Massachusetts
$1.89K +$1.79K +46 New
AAG
603
Armstrong Advisory Group
Massachusetts
$1.56K
FCAS
604
First Command Advisory Services
Texas
$1.47K
BLC
605
Brown, Lisle/Cummings
Rhode Island
$1.44K
HI
606
Horizon Investments
North Carolina
$1.23K
CJ
607
Caitlin John
Michigan
$1.11K +$1.05K +27 New
HFM
608
Harvest Fund Management
China
$1K
SHIM
609
Stone House Investment Management
Pennsylvania
$902 +$854 +22 New
CTC
610
Central Trust Company
Missouri
$820 +$777 +20 New
CA
611
Crewe Advisors
Utah
$697 +$660 +17 New
BMC
612
Bear Mountain Capital
Washington
$676 +$699 +18 New
PAM
613
Palisade Asset Management
Minnesota
$615 +$583 +15 New
NSIM
614
North Star Investment Management
Illinois
$533 +$505 +13 New
TC
615
Truvestments Capital
Florida
$246
TIM
616
Tortoise Investment Management
New York
$123
Norges Bank
617
Norges Bank
Norway
-$4.88B -144,091,392 Closed
Axa
618
Axa
France
-$122M -3,614,786 Closed
JAM
619
Jupiter Asset Management
United Kingdom
-$33.7M -999,014 Closed
AT
620
AMF Tjänstepension
Sweden
-$24M -708,033 Closed
SG
621
Sienna Gestion
France
-$17.8M -577,949 Closed
MP
622
Mangrove Partners
Connecticut
-$17.8M -527,637 Closed
TI
623
Trexquant Investment
Connecticut
-$5.12M -151,537 Closed
NRD
624
Nebula Research & Development
New York
-$3.32M -98,175 Closed
AAF
625
Andra AP-fonden
Sweden
-$2.33M -86,857 Closed