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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
HFS
201
Hantz Financial Services
Michigan
$2.82M
VT
202
Vise Technologies
New York
$2.8M
CL
203
Choreo LLC
Illinois
$2.79M
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2.69M
SAG
205
Susquehanna Advisors Group
Pennsylvania
$2.67M
TCPG
206
Trivant Custom Portfolio Group
California
$2.64M
OBAM
207
ODDO BHF Asset Management
France
$2.64M
WAAG
208
Wealth Alliance Advisory Group
Kansas
$2.57M
Bessemer Group
209
Bessemer Group
New Jersey
$2.49M
ACM
210
Advisors Capital Management
New Jersey
$2.49M
OWM
211
Orca Wealth Management
Florida
$2.46M
BCM
212
BTC Capital Management
Iowa
$2.43M
OQS
213
Occudo Quantitative Strategies
Florida
$2.43M
LWAM
214
Legacy Wealth Asset Management
Minnesota
$2.38M
GLF
215
Groupe la Francaise
France
$2.35M
CI
216
Cigna Investments
Connecticut
$2.34M
FFM
217
Forum Financial Management
Illinois
$2.31M
TPW
218
Transatlantique Private Wealth
New York
$2.29M
CL
219
CIM LLC
New York
$2.27M
MG
220
Marex Group
$2.21M
PAS
221
Park Avenue Securities
New York
$2.21M
MPPW
222
Mitchell & Pahl Private Wealth
Oklahoma
$2.2M
CIEC
223
Crédit Industriel et Commercial
France
$2.2M
NA
224
NewEdge Advisors
Louisiana
$2.19M
SCP
225
Stamos Capital Partners
California
$2.15M