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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
BFS
651
Bare Financial Services
Pennsylvania
$3.89K +$81 +2 +2%
EW
652
Elyxium Wealth
California
$3.52K +$3.07K +76 New
FFO
653
Fortitude Family Office
Arizona
$3.43K
SWP
654
Strategic Wealth Partners
Ohio
$3.19K
AFC
655
Ares Financial Consulting
California
$3.15K +$2.75K +68 New
MA
656
MCF Advisors
Kentucky
$3.06K +$2.67K +66 New
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$3.01K
AW
658
Avion Wealth
Texas
$3K
BW
659
Basepoint Wealth
Iowa
$2.61K +$2.26K +56 New
BWL
660
Bogart Wealth LLC
Virginia
$2.55K
ACA
661
American Capital Advisory
Idaho
$2.46K +$283 +7 +15%
SC
662
Swan Capital
Florida
$2.22K
DJSG
663
D.J. St. Germain
Massachusetts
$2.13K
FHA
664
Flagship Harbor Advisors
Massachusetts
$2.04K +$1.78K +44 New
CMP
665
Coston McIsaac & Partners
Maine
$2K +$2.1K +52 New
AIS
666
Advocate Investing Services
Maryland
$1.85K +$1.62K +40 New
SG
667
Sankala Group
Colorado
$1.82K +$1.78K +44 New
AAG
668
Armstrong Advisory Group
Massachusetts
$1.76K
FCAS
669
First Command Advisory Services
Texas
$1.68K
TRCT
670
Tower Research Capital (TRC)
New York
$1.62K -$22.7K -562 -94%
BLC
671
Brown, Lisle/Cummings
Rhode Island
$1.62K
FHC
672
First Horizon Corporation
Tennessee
$1.62K +$1.41K +35 New
HI
673
Horizon Investments
North Carolina
$1.39K
TCM
674
TD Capital Management
Tennessee
$1.34K +$1.17K +29 New
CJ
675
Caitlin John
Michigan
$1.25K