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UBS Group

375 hedge funds and large institutions have $23.6B invested in UBS Group in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 116 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+12
Holders Change %
+3.31%
% of All Funds
6.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
62
Increased
116
Reduced
148
Closed
44
Calls
$348M
Puts
$492M
Net Calls
-$144M
Net Calls Change
+$119M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$612K +$56.9K +3,049 +10%
CGL
202
Clarius Group LLC
Washington
$609K +$161K +8,626 +36%
RJT
203
Raymond James Trust
Florida
$599K -$57.7K -3,089 -9%
HI
204
Horizon Investments
North Carolina
$598K +$598K +32,050 New
API
205
Advisor Partners II
California
$591K +$190K +10,189 +47%
OAM
206
Oppenheimer Asset Management
New York
$588K -$30.2K -1,617 -5%
LSAG
207
Lake Street Advisors Group
New Hampshire
$580K -$53.1K -2,841 -8%
PAG
208
Private Advisor Group
New Jersey
$547K +$80.3K +6,024 +17%
CPC
209
Cookson Peirce & Co
Pennsylvania
$543K +$1.87K +100 +0.3%
TL
210
Tradewinds LLC
North Carolina
$538K +$538K +12,496 New
QCG
211
Quadrant Capital Group
Ohio
$525K +$42.6K +2,280 +9%
ACA
212
Atlas Capital Advisors
Wyoming
$523K -$422K -22,579 -45%
VT
213
Vise Technologies
New York
$508K -$47K -2,518 -8%
SFA
214
Sequoia Financial Advisors
Ohio
$479K +$158K +8,451 +49%
BEAM
215
Baker Ellis Asset Management
Washington
$478K
ONB
216
Old National Bancorp
Indiana
$474K -$5.32K -285 -1%
SWM
217
Spire Wealth Management
Virginia
$474K +$87.3K +4,677 +23%
TC
218
TownSquare Capital
Utah
$471K +$259K +13,875 +122%
FCI
219
Financial Counselors Inc
Kansas
$453K
SIM
220
Studio Investment Management
Illinois
$425K +$16.4K +879 +4%
GI
221
Gradient Investments
Minnesota
$424K -$17.6K -941 -4%
BRWA
222
B. Riley Wealth Advisors
Florida
$423K -$66.8K -3,580 -14%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$420K -$32.5K -1,744 -7%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$416K +$76.4K +4,094 +22%
SW
225
SVB Wealth
Massachusetts
$413K -$33.5K -1,795 -8%