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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
UFPG
601
United Financial Planning Group
New York
$11.3K +$9.86K +244 New
AWM
602
Abound Wealth Management
Tennessee
$11.2K +$1.82K +45 +23%
RWS
603
Retirement Wealth Solutions
Wisconsin
$10.9K -$364 -9 -4%
WAS
604
Winch Advisory Services
Wisconsin
$10.8K
PAM
605
Paradigm Asset Management
New York
$10.4K
AA
606
Ancora Advisors
Ohio
$10.1K +$8.81K +218 New
CI
607
CX Institutional
Indiana
$10K
RF
608
Roxbury Financial
New Jersey
$9.51K
MAS
609
MPWM Advisory Solutions
Georgia
$9.26K
WCM
610
Westend Capital Management
California
$9.22K
CFM
611
Cornerstone Financial Management
Massachusetts
$9.17K +$8K +198 New
TAM
612
Tucker Asset Management
Colorado
$9.03K +$7.88K +195 New
AFG
613
Albion Financial Group
Utah
$8.71K
MCM
614
Manchester Capital Management
Vermont
$8.61K +$5.01K +124 +200%
PWA
615
Principia Wealth Advisory
Texas
$8.57K -$242 -6 -3%
FFA
616
Frazier Financial Advisors
Ohio
$8.47K
MNA
617
Manning & Napier Advisors
New York
$8.14K +$7.07K +175 New
AEPWM
618
Atlantic Edge Private Wealth Management
Florida
$8.11K +$7.07K +175 New
PCM
619
Penserra Capital Management
California
$8K -$242 -6 -3%
PWA
620
Physician Wealth Advisors
Utah
$7.55K +$1.66K +41 +34%
SEP
621
Signature Equity Partners
Ohio
$7.5K +$6.54K +162 New
WWA
622
Wealth Watch Advisors
Colorado
$7.04K
SS
623
Sunbelt Securities
Texas
$6.99K
BW
624
Bravera Wealth
North Dakota
$6.82K +$5.9K +146 New
HIA
625
Harbor Investment Advisory
Maryland
$6.76K +$5.9K +146 New