UBS AG (SLVO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy UBS AG (SLVO) following the 2026 Q2 hedge fund 13F filings?

As of today, SLVO has moved +4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (June 30, 2026), SLVO gained +9.3% vs +21.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

UBS AG (SLVO)

26 + Investors. Track Smart Money conviction in SLVO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SLVO

Based on 26 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

📊

High ownership — 79% of 3.0Y peak

79% of all-time peak

26 funds currently hold this stock — 79% of the 3.0-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

18 buying9 selling

Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 17 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 35% entered in last year

■ 23% conviction (2yr+) ■ 42% medium ■ 35% new

Only 6 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares -24%, value -40%

Value

-39%

-23%

Last quarter: funds added -24% more shares while total portfolio value only changed -40%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

⚠️

Saturation — most institutions already know this story

10 → 5 → 17 → 3 → 6 new funds/Q

New funds entering each quarter: 5 → 17 → 3 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

📊

Mixed cohorts — 38% veterans, 42% new entrants

■ 38% veterans ■ 19% 1-2yr ■ 42% new

Of 26 current holders: 10 (38%) held 2+ years, 5 held 1–2 years, 11 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

6 of 26 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	26	26	-
13F Shares	112K	147K	-23.78%
Total Value	$7M	$12M	-39.68%
New Positions	6	3	+3
Increased Positions	12	13	-1
Closed Positions	6	10	-4
Reduced Positions	3	5	-2
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

112K

147K

-23.78%

Total Value

$7M

$12M

-39.68%

New Positions

Increased Positions

-1

Closed Positions

-4

Reduced Positions

-2

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

26 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SLVO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SLVO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Split Rock Private Trading & Wealth Management, LLC	0.55%	12,232	$796K
2	Mission Financial Group, LLC	0.30%	5,625	$366K
3	Dover Advisors, LLC	0.13%	3,109	$310K
4	Brookwood Investment Group LLC	0.03%	4,337	$282K
5	Belpointe Asset Management LLC	0.02%	10,960	$713K
6	Eastern Bank	0.01%	14,590	$949K
7	SWAN Capital LLC	0.00%	161	$10K
8	Private Advisor Group, LLC	0.00%	6,920	$450K
9	City State Bank	0.00%	120	$8K
10	Osaic Holdings, INC.	0.00%	14,995	$976K
11	Kestra Advisory Services, LLC	0.00%	5,428	$353K
12	Vision Financial Markets LLC	0.00%	10	—
13	Cetera Investment Advisers	0.00%	3,736	$243K
14	Grove Bank & Trust	0.00%	25	$2K
15	Envestnet Asset Management Inc	0.00%	6,845	$445K
16	LPL Financial LLC	0.00%	6,420	$418K
17	Jane Street Group, LLC	0.00%	9,067	$590K
18	Integrated Wealth Concepts LLC	0.00%	93	$6K
19	UBS Group AG	0.00%	3,232	$210K
20	Susquehanna International Group, LLP	0.00%	3,443	$224K
21	Signaturefd, LLC	0.00%	20	$1K
22	Mercer Global Advisors Inc /Adv	0.00%	175	$11K
23	Allworth Financial LP	0.00%	1	—
24	Fmr LLC	0.00%	91	$6K
25	Morgan Stanley	0.00%	25	$2K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — UBS AG (SLVO)

What does the Smart Money Trend signal show for SLVO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SLVO?

More buyers than sellers — 67% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 9 were sellers (3 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLVO holders?

Smaller funds dominant — 15% AUM from top-100: 6 of 26 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SLVO?

Mostly new holders — 35% entered in last year: Only 6 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy UBS AG (SLVO) following the 2026 Q2 hedge fund 13F filings?

As of today, SLVO has moved +4.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (June 30, 2026), SLVO has gained +9.3% vs +21.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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UBS AG (SLVO)

Smart Money Signals — SLVO

No change last quarter

High ownership — 79% of 3.0Y peak

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 35% entered in last year

Buying through price weakness — shares -24%, value -40%

Saturation — most institutions already know this story

Mixed cohorts — 38% veterans, 42% new entrants

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — SLVO

Hedge Fund Ownership: SLVO

Market Analysis: SLVO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SLVO

Is It Too Late to Buy UBS AG (SLVO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SLVO

Statistics: SLVO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — UBS AG (SLVO)

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