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UBS Group

608 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 236 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
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
PCM
201
Permanent Capital Management
Illinois
$2.84M
HFS
202
Hantz Financial Services
Michigan
$2.82M
VT
203
Vise Technologies
New York
$2.8M
CL
204
Choreo LLC
Illinois
$2.79M
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$2.69M
SAG
206
Susquehanna Advisors Group
Pennsylvania
$2.67M
TCPG
207
Trivant Custom Portfolio Group
California
$2.64M
OBAM
208
ODDO BHF Asset Management
France
$2.64M
WAAG
209
Wealth Alliance Advisory Group
Kansas
$2.57M
Bessemer Group
210
Bessemer Group
New Jersey
$2.49M
ACM
211
Advisors Capital Management
New Jersey
$2.49M
OWM
212
Orca Wealth Management
Florida
$2.46M
BCM
213
BTC Capital Management
Iowa
$2.43M
OQS
214
Occudo Quantitative Strategies
Florida
$2.43M
LWAM
215
Legacy Wealth Asset Management
Minnesota
$2.38M
GLF
216
Groupe la Francaise
France
$2.35M
CI
217
Cigna Investments
Connecticut
$2.34M
FFM
218
Forum Financial Management
Illinois
$2.31M
TPW
219
Transatlantique Private Wealth
New York
$2.29M
CL
220
CIM LLC
New York
$2.27M
MG
221
Marex Group
$2.21M
PAS
222
Park Avenue Securities
New York
$2.21M
MPPW
223
Mitchell & Pahl Private Wealth
Oklahoma
$2.2M
CIEC
224
Crédit Industriel et Commercial
France
$2.2M
NA
225
NewEdge Advisors
Louisiana
$2.19M