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UBS Group

682 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 246 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
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
AA
601
Ancora Advisors
Ohio
$10.1K
CI
602
CX Institutional
Indiana
$10K
RF
603
Roxbury Financial
New Jersey
$9.51K
MAS
604
MPWM Advisory Solutions
Georgia
$9.26K
WCM
605
Westend Capital Management
California
$9.22K
CFM
606
Cornerstone Financial Management
Massachusetts
$9.17K
TAM
607
Tucker Asset Management
Colorado
$9.03K
AFG
608
Albion Financial Group
Utah
$8.71K
MCM
609
Manchester Capital Management
Vermont
$8.61K
PWA
610
Principia Wealth Advisory
Texas
$8.57K
FFA
611
Frazier Financial Advisors
Ohio
$8.47K
MNA
612
Manning & Napier Advisors
New York
$8.14K
AEPWM
613
Atlantic Edge Private Wealth Management
Florida
$8.11K
PCM
614
Penserra Capital Management
California
$8K
PWA
615
Physician Wealth Advisors
Utah
$7.55K
SEP
616
Signature Equity Partners
Ohio
$7.5K
WWA
617
Wealth Watch Advisors
Colorado
$7.04K
SS
618
Sunbelt Securities
Texas
$6.99K
HIA
619
Harbor Investment Advisory
Maryland
$6.76K
FIM
620
FWL Investment Management
Texas
$6.62K
Barclays
621
Barclays
United Kingdom
$6.53K
CFO
622
CVA Family Office
Colorado
$6.39K
TSMHT
623
Thurston Springer Miller Herd & Titak
Indiana
$6.39K
PWAM
624
Private Wealth Asset Management
Iowa
$6.3K
OP
625
ORG Partners
Indiana
$6.25K