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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
LI
626
LRI Investments
Florida
$6.21K
HAP
627
Harbor Asset Planning
Massachusetts
$6.16K
SC
628
Stephens Consulting
Michigan
$6.11K
IIM
629
IFC & Insurance Marketing
California
$6K
QWM
630
Quaker Wealth Management
New Jersey
$5.84K
CCM
631
Copeland Capital Management
Pennsylvania
$5.83K
PWA
632
Provenance Wealth Advisors
Florida
$5.56K
GFA
633
Godfrey Financial Associates
New York
$5.46K
FPF
634
First Pacific Financial
Washington
$5.19K
SHIM
635
Stone House Investment Management
Pennsylvania
$5.14K
NSIM
636
North Star Investment Management
Illinois
$5.05K
RS
637
Rakuten Securities
Japan
$4.63K
KA
638
Kozak & Associates
Colorado
$4.57K
VWM
639
Valley Wealth Managers
New Jersey
$4.45K
TCA
640
Trifecta Capital Advisors
Illinois
$4.45K
Federated Hermes
641
Federated Hermes
Pennsylvania
$4.31K
GBT
642
Grove Bank & Trust
Florida
$4.26K
IAS
643
IMA Advisory Services
Colorado
$4.17K
BOJHT
644
Bank of Jackson Hole Trust
Wyoming
$4.05K
BFS
645
Bare Financial Services
Pennsylvania
$3.89K
EW
646
Elyxium Wealth
California
$3.52K
FFO
647
Fortitude Family Office
Arizona
$3.43K
AFC
648
Ares Financial Consulting
California
$3.15K
MA
649
MCF Advisors
Kentucky
$3.06K
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$3.01K