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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
BCI
176
Brinker Capital Investments
Pennsylvania
$4.3M +$348K +8,967 +9%
MFS
177
Mirabella Financial Services
United Kingdom
$4.29M -$183K -4,702 -4%
US Bancorp
178
US Bancorp
Minnesota
$4.22M +$252K +6,491 +7%
MYIA
179
Mount Yale Investment Advisors
Colorado
$4.08M +$2.43M +62,545 +169%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$4.08M +$3.86M +99,503 New
MCM
181
Mitchell Capital Management
Kansas
$4.01M +$54.1K +1,394 +1%
Citadel Advisors
182
Citadel Advisors
Florida
$3.86M +$2.88M +74,238 +372%
HCMT
183
Highland Capital Management (Tennessee)
Tennessee
$3.85M +$276K +7,110 +8%
PHK
184
Point72 Hong Kong
Hong Kong
$3.83M +$3.63M +93,505 New
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$3.61M -$396K -10,206 -10%
IAA
186
Independent Advisor Alliance
North Carolina
$3.58M +$21.6K +556 +0.6%
BPCE
187
Bank Pictet & Cie (Europe)
Germany
$3.52M +$1.98M +50,941 +145%
CCG
188
Cloverfields Capital Group
Minnesota
$3.5M -$111K -2,864 -3%
VA
189
Vident Advisory
Georgia
$3.41M -$1.5M -38,743 -32%
CCIA
190
Campbell & Co Investment Adviser
Maryland
$3.34M -$1.49M -38,258 -32%
S
191
SignatureFD
Georgia
$3.21M +$208K +5,348 +7%
FMI
192
Factory Mutual Insurance
Massachusetts
$3.17M +$3M +77,256 New
GL
193
Governors Lane
New York
$3.11M -$31.1M -801,961 -91%
ET
194
Equitable Trust
Tennessee
$3.04M -$43.4K -1,117 -1%
GIM
195
Glenmede Investment Management
Pennsylvania
$3.02M +$432K +11,130 +18%
AA
196
Altman Advisors
Illinois
$2.94M -$2.06K -53 -0.1%
TI
197
TrueMark Investments
Illinois
$2.92M -$177K -4,553 -6%
AW
198
Alaethes Wealth
Nevada
$2.87M -$197K -5,069 -7%
MIF
199
Mediolanum International Funds
Ireland
$2.86M +$29.7K +766 +1%
O
200
Ossiam
France
$2.86M -$576K -14,835 -18%