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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
UIM
101
USS Investment Management
United Kingdom
$21.1M
EDRH
102
Edmond de Rothschild Holding
Switzerland
$20.8M -$6.4M -164,914 -24%
BAAM
103
Baker Avenue Asset Management
California
$20.4M -$439K -11,296 -2%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$18.7M +$1.18M +30,262 +7%
Charles Schwab
105
Charles Schwab
California
$17.7M +$3.86M +99,398 +30%
QCM
106
Quantinno Capital Management
New York
$16M +$3.46M +89,146 +30%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$15.8M -$4.73M -121,808 -24%
PNAA
108
Pictet North America Advisors
Switzerland
$15.6M
GLAM
109
Gardner Lewis Asset Management
Pennsylvania
$15.1M -$41.6K -1,071 -0.3%
CIBC World Market
110
CIBC World Market
Ontario, Canada
$15M +$686K +17,666 +5%
HJIM
111
Henry James International Management
New York
$15M -$272K -7,013 -2%
BBA
112
Baader Bank Aktiengesellschaft
Germany
$14.7M
RC
113
RBF Capital
California
$14.3M
Optiver Holding
114
Optiver Holding
Netherlands
$14M +$13.3M +342,362 New
MSRPS
115
Maryland State Retirement & Pension System
Maryland
$13.6M +$1.22M +31,324 +10%
PP
116
Prudential plc
United Kingdom
$13.5M -$1.13M -29,093 -8%
CIM
117
Contravisory Investment Management
Massachusetts
$13.3M -$816K -21,022 -6%
Creative Planning
118
Creative Planning
Kansas
$13.3M +$2.5M +64,257 +25%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$12.9M +$2.42M +62,403 +25%
PP
120
PDT Partners
New York
$12.5M -$3.5K -90 -0%
MIM
121
MetLife Investment Management
New Jersey
$12.3M -$881K -22,683 -7%
CGH
122
Crossmark Global Holdings
Texas
$11.4M -$50.1K -1,291 -0.5%
LFM
123
LGT Fund Management
Liechtenstein
$11.3M +$1.36M +35,064 +14%
Lazard Asset Management
124
Lazard Asset Management
New York
$10.9M +$10.3M +265,805 New
UBS AM
125
UBS AM
Illinois
$10.6M -$2.73B -70,408,568 -100%