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UBS Group
UBS

Overview Fund Activity

566 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+21
Holders Change %
+3.85%
% of All Funds
7.53%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
86
Increased
206
Reduced
179
Closed
54
Calls
$597M
Puts
$824M
Net Calls
-$227M
Net Calls Change
-$31.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$531M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$385M
3
SP
SIH Partners
Delaware
+$215M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$170M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$115M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$746M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$183M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$92.4M
5
Bank of America
Bank of America
North Carolina
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
TownSquare Capital
Utah
$1.71M +$151K +4,967 +10%
MPPW
202
Mitchell & Pahl Private Wealth
Oklahoma
$1.68M +$66K +2,177 +4%
Group One Trading
203
Group One Trading
Illinois
$1.66M +$1.61M +52,984 +2,929%
MYIA
204
Mount Yale Investment Advisors
Colorado
$1.65M -$106K -3,506 -6%
QI
205
Qtron Investments
Massachusetts
$1.65M +$1.32K +43 +0.1%
VT
206
Vise Technologies
New York
$1.64M +$233K +7,690 +17%
YCM
207
Yousif Capital Management
Michigan
$1.63M – – –
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$1.62M +$60.9K +2,009 +4%
AssetMark Inc
209
AssetMark Inc
California
$1.57M +$181K +5,974 +13%
Wolverine Trading
210
Wolverine Trading
Illinois
$1.49M +$495K +16,192 +50%
GT
211
Greenleaf Trust
Michigan
$1.47M +$2.37K +78 +0.2%
AI
212
Atria Investments
North Carolina
$1.45M -$359K -11,848 -20%
GCM
213
Gator Capital Management
Florida
$1.44M +$1.44M +47,600 New
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$1.44M -$98.7K -3,255 -6%
AAS
215
Avantax Advisory Services
Texas
$1.44M +$507K +16,723 +55%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$1.43M -$22.5K -742 -2%
AAF
217
Andra AP-fonden
Sweden
$1.32M -$3.29M -118,545 -71%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$1.31M +$150K +4,912 +13%
CCI
219
Credit Capital Investments
New Jersey
$1.3M -$91K -3,000 -7%
SIA
220
Schechter Investment Advisors
Michigan
$1.26M +$6.7K +221 +0.5%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$340K +11,204 +38%
ACM
222
Advisors Capital Management
New Jersey
$1.24M +$469K +15,477 +61%
Osaic Holdings
223
Osaic Holdings
Arizona
$1.23M -$170K -5,608 -12%
NA
224
NewEdge Advisors
Louisiana
$1.23M +$81.4K +2,685 +7%
ZF
225
Zhang Financial
Michigan
$1.22M +$169K +5,571 +16%
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