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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
NC
626
Nekton Capital
United Kingdom
-$2.62M -77,510 Closed
Twin Tree Management
627
Twin Tree Management
Texas
-$1.64M -42,234 Closed
LIM
628
Longfellow Investment Management
Massachusetts
-$1.12M -41,675 Closed
GS
629
GTS Securities
New York
-$1.26M -37,307 Closed
Capital Fund Management (CFM)
630
Capital Fund Management (CFM)
France
-$1.26M -37,132 Closed
Squarepoint
631
Squarepoint
New York
-$1.23M -31,592 Closed
Victory Capital Management
632
Victory Capital Management
Texas
-$1.1M -31,511 Closed
VF
633
Virtu Financial
New York
-$904K -26,722 Closed
BC
634
Bayforest Capital
United Kingdom
-$765K -22,622 Closed
Allspring Global Investments
635
Allspring Global Investments
North Carolina
-$603K -17,782 Closed
PEAK6
636
PEAK6
Illinois
-$675K -17,389 Closed
IC
637
Iconiq Capital
California
-$456K -13,488 Closed
IMC Chicago
638
IMC Chicago
Illinois
-$506K -13,036 Closed
DWM
639
Dakota Wealth Management
Florida
-$425K -12,564 Closed
FIM
640
Freedom Investment Management
Connecticut
-$399K -11,803 Closed
Mitsubishi UFJ Trust & Banking
641
Mitsubishi UFJ Trust & Banking
Japan
-$386K -11,493 Closed
SA
642
Shilanski & Associates
Alaska
-$297K -8,790 Closed
FRM
643
Fox Run Management
Connecticut
-$290K -8,573 Closed
HP
644
Haven Private
Florida
-$288K -8,516 Closed
SCM
645
Saba Capital Management
New York
-$305K -7,844 Closed
MM
646
MQS Management
New York
-$265K -7,825 Closed
BPA
647
Beacon Pointe Advisors
California
-$251K -7,424 Closed
OFS
648
OneAscent Financial Services
Alabama
-$241K -7,149 Closed
RWB
649
RMR Wealth Builders
New Jersey
-$236K -6,980 Closed
LCM
650
Logan Capital Management
Pennsylvania
-$225K -6,666 Closed