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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
SW
651
SVB Wealth
Massachusetts
-$221K -6,531 Closed
FFS
652
Fortress Financial Solutions
Arizona
-$221K -6,528 Closed
Brown Advisory
653
Brown Advisory
Maryland
-$205K -6,051 Closed
IIA
654
IPG Investment Advisors
California
-$153K -4,512 Closed
OWA
655
Opal Wealth Advisors
New York
-$124K -3,653 Closed
SSG
656
Summit Securities Group
New York
-$98.7K -2,919 Closed
BIG
657
Brooklyn Investment Group
New York
-$94.2K -2,787 Closed
PPC
658
Park Place Capital
Alabama
-$50.7K -1,500 Closed
GWM
659
Geneos Wealth Management
Colorado
-$47.9K -1,416 Closed
TPWA
660
Twin Peaks Wealth Advisors
California
-$38.7K -978 Closed
WA
661
Whipplewood Advisors
Colorado
-$24.2K -716 Closed
NC
662
NewSquare Capital
Pennsylvania
-$23K -681 Closed
GBT
663
Grove Bank & Trust
Florida
-$13.4K -395 Closed
T
664
Transce3nd
Texas
-$10.3K -305 Closed
TCM
665
Traub Capital Management
Massachusetts
-$6.76K -200 Closed
SC
666
SouthState Corp
Florida
-$5.34K -158 Closed
SO
667
Sierra Ocean
California
-$5.28K -156 Closed
WT
668
Whittier Trust
California
-$5.14K -152 Closed
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.85K -114 Closed
SC
670
Stephens Consulting
Michigan
-$3.48K -103 Closed
M
671
MOTCO
Texas
-$2.73K -73 Closed
KWM
672
Kiker Wealth Management
Georgia
-$2.33K -69 Closed
VWM
673
Valley Wealth Managers
New Jersey
-$1.35K -40 Closed
WTFG
674
Wood Tarver Financial Group
Idaho
-$1K -32 Closed
HNW
675
High Note Wealth
Minnesota
-$440 -13 Closed