Position in FUTU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$109,534,624
+$17,485,711 QoQ
Shares Held
1,168,494
+73.6% QoQ
Ownership
0.833%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 317 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in FUTU Over Time
Shares Held
Position Value (USD)
Derivatives in FUTU
reported options exposure · as of Jun 30, 2026CallValue
$7,704,021
CallShares
82,185
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. FUTU ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in FUTU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,534,624 | 1,168,494 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $7,704,021 | 82,185 | Call | Defined | 2026-08-13 | |
| 2026-03-31 | $92,048,913 | 673,069 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $24,377,333 | 178,249 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $117,390,937 | 714,883 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $2,463,150 | 15,000 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $126,794,585 | 772,149 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $13,356,288 | 76,800 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $128,596,532 | 739,443 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $92,052,299 | 529,310 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $39,782,259 | 321,889 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $3,930,162 | 31,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $104,879,709 | 848,610 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $80,356,622 | 785,116 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $23,038,985 | 225,100 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $41,209,996 | 402,638 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,996,775 | 162,480 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,207,849 | 15,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $51,771,044 | 647,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,288,530 | 76,200 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $12,488,349 | 130,563 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $11,523,912 | 120,480 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $3,411,460 | 52,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $21,826,847 | 332,701 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,382,990 | 191,745 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,152,759 | 130,931 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,793,429 | 100,215 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $16,024,932 | 277,200 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $4,008,851 | 100,877 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,320,327 | 102,610 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,308,019 | 25,227 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $7,796,140 | 191,787 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $1,930,875 | 47,500 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $861,780 | 21,200 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $790,548 | 21,200 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $3,374,035 | 90,481 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,536,421 | 86,888 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $1,505,840 | 28,842 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $9,649,382 | 296,357 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $939,095 | 28,842 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $433,000 | 10,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $2,162,488 | 49,942 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $8,129,791 | 187,755 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,487,286 | 49,300 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $13,169,683 | 144,690 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $19,794,937 | 217,479 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,247,084 | 174,477 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $12,196,029 | 68,100 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $28,887,217 | 161,300 | Put | Defined | 2021-08-13 | |
| 2021-03-31 | $14,182,626 | 89,300 | Put | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||