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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
Jane Street
126
Jane Street
New York
$10.4M -$71.5M -1,841,430 -88%
LPL Financial
127
LPL Financial
California
$10.4M +$1.48M +38,090 +18%
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$10.2M +$1.2M +30,831 +14%
VPI
129
Value Partners Investments
Manitoba, Canada
$9.84M -$768K -19,766 -8%
PC
130
Promethos Capital
Massachusetts
$9.83M +$1.85M +47,610 +22%
Millennium Management
131
Millennium Management
New York
$9.69M -$18.2M -469,234 -67%
Point72 Asset Management
132
Point72 Asset Management
Connecticut
$9.57M -$12M -309,447 -57%
Mariner
133
Mariner
Kansas
$8.53M +$1.05M +26,919 +15%
AQR Capital Management
134
AQR Capital Management
Connecticut
$8.52M +$2.67M +68,843 +50%
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$8.41M +$562K +14,470 +8%
BDCMI
136
Black Diamond Capital Management I
$8.2M +$7.77M +200,000 New
VPIM
137
Vanguard Personalized Indexing Management
California
$8M +$536K +13,800 +8%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$7.86M +$5.93M +152,746 +393%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$7.83M +$362K +9,309 +5%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$7.72M +$5.59M +143,976 +325%
IIM
141
INTECH Investment Management
Florida
$7.48M +$7.11M +183,082 New
ISL
142
Ingalls & Snyder LLC
New York
$6.97M +$777K +20,008 +13%
AIMCA
143
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.94M -$3.79M -97,600 -36%
First Trust Advisors
144
First Trust Advisors
Illinois
$6.77M -$1.32M -34,008 -17%
Cerity Partners
145
Cerity Partners
New York
$6.75M -$102K -2,637 -2%
RFWA
146
RPg Family Wealth Advisory
Massachusetts
$6.35M -$16.7K -429 -0.3%
PC
147
Permanens Capital
New York
$6.23M +$12.5K +321 +0.2%
QCM
148
QRG Capital Management
Illinois
$6.11M -$1.52M -39,080 -21%
LIP
149
Lighthouse Investment Partners
Florida
$6M +$5.68M +146,341 New
RWM
150
Ritholtz Wealth Management
New York
$5.95M +$34.4K +886 +0.6%