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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
IIM
151
INTECH Investment Management
Florida
$8.48M -$48.8K -1,207 -0.7%
ISL
152
Ingalls & Snyder LLC
New York
$8.43M +$483K +11,950 +7%
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$8.08M -$2.39M -59,103 -25%
LNWTC
154
Laird Norton Wetherby Trust Company
Washington
$8.02M +$7M +173,284 New
AIMCA
155
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.92M
VAS
156
Vestmark Advisory Solutions
Massachusetts
$7.77M +$2.76M +68,317 +69%
SEI Investments
157
SEI Investments
Pennsylvania
$7.67M +$1.49M +36,980 +29%
Cerity Partners
158
Cerity Partners
New York
$7.4M -$196K -4,849 -3%
First Trust Advisors
159
First Trust Advisors
Illinois
$7.39M -$275K -6,799 -4%
QCM
160
QRG Capital Management
Illinois
$7.39M +$426K +10,548 +7%
RWM
161
Ritholtz Wealth Management
New York
$7.19M +$412K +10,194 +7%
MYIA
162
Mount Yale Investment Advisors
Colorado
$6.89M +$1.99M +49,350 +50%
TPM
163
Triasima Portfolio Management
Quebec, Canada
$6.69M -$24.6K -610 -0.4%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$6.54M
Two Sigma Investments
165
Two Sigma Investments
New York
$6.51M +$5.68M +140,530 New
NG
166
NatWest Group
United Kingdom
$6.42M +$4.26M +105,513 +318%
CFO
167
Callan Family Office
Pennsylvania
$6.37M +$3.5M +86,738 +171%
OIMU
168
Osmosis Investment Management UK
United Kingdom
$6.35M +$5.5M +136,094 New
HCM
169
Helios Capital Management
Singapore
$6.34M
NONA
170
Ninety One North America
New York
$6.27M +$5.43M +134,367 New
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$6.25M +$437K +10,805 +9%
HighTower Advisors
172
HighTower Advisors
Illinois
$6.24M +$375K +9,276 +7%
ClearBridge Investments
173
ClearBridge Investments
New York
$6.23M -$94.6K -2,341 -2%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$6.09M +$333K +8,245 +7%
ITC
175
Inspire Trust Company
Nevada
$6.02M +$202K +5,000 +4%