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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
US Bancorp
176
US Bancorp
Minnesota
$4.22M
MYIA
177
Mount Yale Investment Advisors
Colorado
$4.08M
VAS
178
Vestmark Advisory Solutions
Massachusetts
$4.08M
MCM
179
Mitchell Capital Management
Kansas
$4.01M
Citadel Advisors
180
Citadel Advisors
Florida
$3.86M
HCMT
181
Highland Capital Management (Tennessee)
Tennessee
$3.85M
PHK
182
Point72 Hong Kong
Hong Kong
$3.83M
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$3.61M
IAA
184
Independent Advisor Alliance
North Carolina
$3.58M
BPCE
185
Bank Pictet & Cie (Europe)
Germany
$3.52M
CCG
186
Cloverfields Capital Group
Minnesota
$3.5M
VA
187
Vident Advisory
Georgia
$3.41M
CCIA
188
Campbell & Co Investment Adviser
Maryland
$3.34M
S
189
SignatureFD
Georgia
$3.21M
FMI
190
Factory Mutual Insurance
Massachusetts
$3.17M
GL
191
Governors Lane
New York
$3.11M
ET
192
Equitable Trust
Tennessee
$3.04M
GIM
193
Glenmede Investment Management
Pennsylvania
$3.02M
AA
194
Altman Advisors
Illinois
$2.94M
TI
195
TrueMark Investments
Illinois
$2.92M
AW
196
Alaethes Wealth
Nevada
$2.87M
MIF
197
Mediolanum International Funds
Ireland
$2.86M
O
198
Ossiam
France
$2.86M
IWC
199
Integrated Wealth Concepts
Massachusetts
$2.84M
PCM
200
Permanent Capital Management
Illinois
$2.84M