UBS icon

UBS Group

546 hedge funds and large institutions have $42.6B invested in UBS Group in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 194 increasing their positions, 203 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 203

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

20% less call options, than puts

Call options by funds: $770M | Put options by funds: $965M

Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$770M
Puts
$965M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
151
$3.79M
152
$3.66M
153
$3.63M
154
$3.63M
155
$3.62M
156
$3.45M
157
$3.4M
158
$3.36M
159
$3.27M
160
$3.24M
161
$3.23M
162
$3.19M
163
$3.18M
164
$3.17M
165
$3.15M
166
$3.09M
167
$3.06M
168
$3.05M
169
$3.03M
170
$3.02M
171
$3M
172
$2.91M
173
$2.72M
174
$2.69M
175
$2.65M