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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
GFA
626
Godfrey Financial Associates
New York
$5.46K
FPF
627
First Pacific Financial
Washington
$5.19K
SHIM
628
Stone House Investment Management
Pennsylvania
$5.14K
NSIM
629
North Star Investment Management
Illinois
$5.05K
RS
630
Rakuten Securities
Japan
$4.63K
KA
631
Kozak & Associates
Colorado
$4.57K
VWM
632
Valley Wealth Managers
New Jersey
$4.45K
TCA
633
Trifecta Capital Advisors
Illinois
$4.45K
Federated Hermes
634
Federated Hermes
Pennsylvania
$4.31K
GBT
635
Grove Bank & Trust
Florida
$4.26K
IAS
636
IMA Advisory Services
Colorado
$4.17K
BOJHT
637
Bank of Jackson Hole Trust
Wyoming
$4.05K
BFS
638
Bare Financial Services
Pennsylvania
$3.89K
EW
639
Elyxium Wealth
California
$3.52K
FFO
640
Fortitude Family Office
Arizona
$3.43K
AFC
641
Ares Financial Consulting
California
$3.15K
MA
642
MCF Advisors
Kentucky
$3.06K
Kayne Anderson Rudnick Investment Management
643
Kayne Anderson Rudnick Investment Management
California
$3.01K
AW
644
Avion Wealth
Texas
$3K
BW
645
Basepoint Wealth
Iowa
$2.61K
BWL
646
Bogart Wealth LLC
Virginia
$2.55K
ACA
647
American Capital Advisory
Idaho
$2.46K
SC
648
Swan Capital
Florida
$2.22K
DJSG
649
D.J. St. Germain
Massachusetts
$2.13K
FHA
650
Flagship Harbor Advisors
Massachusetts
$2.04K