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UBS Group

602 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 233 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.05B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$5.72M
M&T Bank
152
M&T Bank
New York
$5.63M
ClearBridge Investments
153
ClearBridge Investments
New York
$5.61M
HCM
154
Helios Capital Management
Singapore
$5.55M
DK
155
DJE Kapital
Germany
$5.4M
LNWWM
156
Laird Norton Wetherby Wealth Management
California
$5.34M
SEI Investments
157
SEI Investments
Pennsylvania
$5.28M
KAS
158
Kestra Advisory Services
Texas
$5.24M
HighTower Advisors
159
HighTower Advisors
Illinois
$5.14M
ITC
160
Inspire Trust Company
Nevada
$5.13M
Corient Private Wealth
161
Corient Private Wealth
Florida
$5.12M
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$5.05M
PCP
163
Perbak Capital Partners
United Kingdom
$5.02M
PD
164
Point72 (DIFC)
United Arab Emirates
$5M
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$4.97M
PIM
166
Plato Investment Management
Australia
$4.91M
TCCM
167
Timber Creek Capital Management
Massachusetts
$4.78M
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$4.76M
Simplex Trading
169
Simplex Trading
Illinois
$4.51M
Group One Trading
170
Group One Trading
Illinois
$4.49M
MGP
171
Metis Global Partners
California
$4.47M
QCG
172
Quadrant Capital Group
Ohio
$4.41M
MML Investors Services
173
MML Investors Services
Massachusetts
$4.32M
BCI
174
Brinker Capital Investments
Pennsylvania
$4.3M
MFS
175
Mirabella Financial Services
United Kingdom
$4.29M