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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
FIM
626
FWL Investment Management
Texas
$6.62K -$3.07K -76 -35%
Barclays
627
Barclays
United Kingdom
$6.53K -$26.5K -657 -82%
CFO
628
CVA Family Office
Colorado
$6.39K
TSMHT
629
Thurston Springer Miller Herd & Titak
Indiana
$6.39K +$1.21K +30 +28%
PWAM
630
Private Wealth Asset Management
Iowa
$6.3K -$1.78K -44 -24%
OP
631
ORG Partners
Indiana
$6.25K
LI
632
LRI Investments
Florida
$6.21K
HAP
633
Harbor Asset Planning
Massachusetts
$6.16K
SC
634
Stephens Consulting
Michigan
$6.11K +$5.33K +132 New
IIM
635
IFC & Insurance Marketing
California
$6K +$5.41K +134 New
QWM
636
Quaker Wealth Management
New Jersey
$5.84K +$5.09K +126 New
CCM
637
Copeland Capital Management
Pennsylvania
$5.83K
PWA
638
Provenance Wealth Advisors
Florida
$5.56K
GFA
639
Godfrey Financial Associates
New York
$5.46K +$4.77K +118 New
FPF
640
First Pacific Financial
Washington
$5.19K -$566 -14 -11%
SHIM
641
Stone House Investment Management
Pennsylvania
$5.14K +$3.6K +89 +405%
NSIM
642
North Star Investment Management
Illinois
$5.05K +$3.88K +96 +738%
RS
643
Rakuten Securities
Japan
$4.63K +$4.04K +100 New
KA
644
Kozak & Associates
Colorado
$4.57K
TCA
645
Trifecta Capital Advisors
Illinois
$4.45K +$3.88K +96 New
VWM
646
Valley Wealth Managers
New Jersey
$4.45K +$3.88K +96 New
Federated Hermes
647
Federated Hermes
Pennsylvania
$4.31K -$404 -10 -10%
GBT
648
Grove Bank & Trust
Florida
$4.26K +$3.72K +92 New
IAS
649
IMA Advisory Services
Colorado
$4.17K +$3.64K +90 New
BOJHT
650
Bank of Jackson Hole Trust
Wyoming
$4.05K