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UBS Group

689 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 247 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $1.1B

179% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 47

27% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 195

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

19% more capital invested

Capital invested by funds: $49.8B → $59B (+$9.24B)

12% more funds holding

Funds holding: 617689 (+72)

Holders
689
Holders Change
+72
Holders Change %
+11.67%
% of All Funds
8.38%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.33%
New
131
Increased
247
Reduced
195
Closed
47
Calls
$3.22B
Puts
$1.1B
Net Calls
+$2.12B
Net Calls Change
+$2.39B
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$3.61M +$1.34M +33,052 +74%
GT
202
Glenmede Trust
Pennsylvania
$3.51M +$3.06M +75,851 New
ET
203
Equitable Trust
Tennessee
$3.41M -$21.4K -530 -0.7%
O
204
Ossiam
France
$3.34M +$65.3K +1,616 +2%
CCG
205
Cloverfields Capital Group
Minnesota
$3.32M -$548K -13,574 -16%
LBW
206
Landesbank Baden-Wuerttemberg
Germany
$3.3M +$2.85M +70,440 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$200K +4,959 +8%
Group One Trading
208
Group One Trading
Illinois
$3.25M -$1.59M -39,468 -36%
AA
209
Altman Advisors
Illinois
$3.24M -$73.1K -1,808 -3%
CL
210
Choreo LLC
Illinois
$3.24M +$58.7K +1,453 +2%
AW
211
Alaethes Wealth
Nevada
$3.23M -$13.4K -331 -0.5%
VA
212
Vident Advisory
Georgia
$3.22M -$546K -13,524 -16%
PAS
213
Park Avenue Securities
New York
$3.13M +$557K +13,779 +26%
PCM
214
Permanent Capital Management
Illinois
$3.12M -$75K -1,857 -3%
HFS
215
Hantz Financial Services
Michigan
$3.02M -$146K -3,623 -5%
ACM
216
Advisors Capital Management
New Jersey
$3.01M +$173K +4,271 +7%
TCPG
217
Trivant Custom Portfolio Group
California
$2.98M -$7.68K -190 -0.3%
RCA
218
Runnymede Capital Advisors
Ohio
$2.98M +$2.6M +64,279 New
BFG
219
Bleakley Financial Group
New Jersey
$2.97M +$1.61M +39,941 +164%
NA
220
NewEdge Advisors
Louisiana
$2.96M +$424K +10,483 +20%
OWM
221
Orca Wealth Management
Florida
$2.87M +$6.46K +160 +0.3%
WAAG
222
Wealth Alliance Advisory Group
Kansas
$2.85M -$48.1K -1,190 -2%
TPW
223
Transatlantique Private Wealth
New York
$2.82M +$177K +4,391 +8%
Bessemer Group
224
Bessemer Group
New Jersey
$2.81M -$10.4K -257 -0.4%
Man Group
225
Man Group
United Kingdom
$2.74M +$2.39M +59,063 New