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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
IWC
201
Integrated Wealth Concepts
Massachusetts
$2.84M +$223K +5,750 +9%
PCM
202
Permanent Capital Management
Illinois
$2.84M +$2.69M +69,327 New
HFS
203
Hantz Financial Services
Michigan
$2.82M -$251K -6,468 -9%
VT
204
Vise Technologies
New York
$2.8M +$438K +11,274 +20%
CL
205
Choreo LLC
Illinois
$2.79M +$144K +3,708 +6%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.69M +$88.5K +2,279 +4%
SAG
207
Susquehanna Advisors Group
Pennsylvania
$2.67M +$2.53M +65,200 New
TCPG
208
Trivant Custom Portfolio Group
California
$2.64M -$2.33K -60 -0.1%
OBAM
209
ODDO BHF Asset Management
France
$2.64M -$1.81M -46,701 -37%
WAAG
210
Wealth Alliance Advisory Group
Kansas
$2.57M -$28.2K -725 -1%
Bessemer Group
211
Bessemer Group
New Jersey
$2.49M -$268K -6,889 -10%
ACM
212
Advisors Capital Management
New Jersey
$2.49M +$312K +8,044 +15%
OWM
213
Orca Wealth Management
Florida
$2.46M -$44.1K -1,135 -2%
BCM
214
BTC Capital Management
Iowa
$2.43M +$540K +13,898 +31%
OQS
215
Occudo Quantitative Strategies
Florida
$2.43M +$2.3M +59,318 New
LWAM
216
Legacy Wealth Asset Management
Minnesota
$2.38M -$987K -25,404 -30%
GLF
217
Groupe la Francaise
France
$2.35M -$2.38M -61,371 -51%
CI
218
Cigna Investments
Connecticut
$2.34M -$98.5K -2,537 -4%
FFM
219
Forum Financial Management
Illinois
$2.31M +$1.86K +48 +0.1%
TPW
220
Transatlantique Private Wealth
New York
$2.29M +$82.7K +2,130 +4%
CL
221
CIM LLC
New York
$2.27M +$2.15M +55,456 New
MG
222
Marex Group
$2.21M +$2.1M +54,183 New
PAS
223
Park Avenue Securities
New York
$2.21M -$16K -412 -0.8%
MPPW
224
Mitchell & Pahl Private Wealth
Oklahoma
$2.2M -$39.5K -1,016 -2%
CIEC
225
Crédit Industriel et Commercial
France
$2.2M -$3.63M -93,500 -63%