We are live on ! Find out more
UBS icon

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
GLA
101
Great Lakes Advisors
Illinois
$28.3M -$657K -16,261 -3%
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$26.5M +$10.4M +257,273 +82%
Stifel Financial
103
Stifel Financial
Missouri
$25.6M +$199K +4,914 +0.9%
EDRH
104
Edmond de Rothschild Holding
Switzerland
$25.4M +$1.38M +34,268 +7%
MIF
105
Mediolanum International Funds
Ireland
$25.3M +$19M +470,662 +670%
EI
106
EFG International
$24.4M +$21.3M +526,484 New
UIM
107
USS Investment Management
United Kingdom
$24M
WorldQuant Millennium Advisors
108
WorldQuant Millennium Advisors
New York
$24M -$14.8M -367,033 -42%
BAAM
109
Baker Avenue Asset Management
California
$23.3M +$186K +4,614 +0.9%
Charles Schwab
110
Charles Schwab
California
$22.4M +$2.14M +52,998 +12%
QCM
111
Quantinno Capital Management
New York
$22M +$3.45M +85,384 +22%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$21.6M +$415K +10,275 +2%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$19.5M +$1.31M +32,525 +8%
PTPFOECYE
114
PBU - The Pension Fund of Early Childhood & Youth Educators
$17.7M +$15.3M +379,049 New
PNAA
115
Pictet North America Advisors
Switzerland
$17.3M -$505K -12,500 -3%
GLAM
116
Gardner Lewis Asset Management
Pennsylvania
$17M +$12.6K +313 +0.1%
BBA
117
Baader Bank Aktiengesellschaft
Germany
$16.8M
Creative Planning
118
Creative Planning
Kansas
$16.5M +$1.36M +33,700 +10%
HJIM
119
Henry James International Management
New York
$15.8M -$982K -24,309 -7%
RC
120
RBF Capital
California
$15.7M -$358K -8,859 -3%
PP
121
Prudential plc
United Kingdom
$15.7M +$237K +5,867 +2%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$15.5M -$99.7K -2,467 -0.7%
CIM
123
Contravisory Investment Management
Massachusetts
$14.3M -$598K -14,790 -5%
PP
124
PDT Partners
New York
$14.2M
Jane Street
125
Jane Street
New York
$14M +$1.92M +47,584 +19%