Who Owns UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 (USOI)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$1525000180003000320.0T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
USOI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | Increased | +31K | +$1.5B |
| Cavalier Investments, LLC | New Position | +42K | +$2.0M |
| TWO SIGMA SECURITIES, LLC | New Position | +9K | +$0 |
| Rockefeller Capital Management L.P. | New Position | +16 | +$0 |
| Aspect Partners, LLC | New Position | +20 | +$0 |
| JANE STREET GROUP, LLC | Increased | +65K | +$-303.6M |
USOI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -3K | -$284.1M |
| HRT FINANCIAL LP | Closed Position | -5K | -$260K |
| MORGAN STANLEY | Decreased | -176 | -$8K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 32,227 | $1.5B | 0.00% | Share |
| 2 | UBS Group AG | 383 | $18.0M | 0.00% | Share |
| 3 | JANE STREET GROUP, LLC | 71,067 | $3.0M | 0.00% | Share |
| 4 | Cavalier Investments, LLC | 42,254 | $2.0M | 0.10% | Share |
| 5 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 1,530 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 650 | $0 | 0.00% | Share |
| 8 | WELLS FARGO & COMPANY/MN | 2 | $0 | 0.00% | Share |
| 9 | Aspect Partners, LLC | 20 | $0 | 0.00% | Share |
| 10 | Rockefeller Capital Management L.P. | 16 | $0 | 0.00% | Share |
| 11 | NATIONAL BANK OF CANADA /FI/ | 15 | $0 | 0.00% | Share |
| 12 | TWO SIGMA SECURITIES, LLC | 9,195 | $0 | 0.00% | Share |
USOI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $1.5B | +3 |
| Q3 2025 | 7 | $657.7M | +0 |
| Q2 2025 | 7 | $603.4M | -12 |
| Q1 2025 | 19 | $11.2B | +0 |
| Q4 2024 | 19 | $6.2B | +7 |
| Q3 2024 | 12 | $450.6B | -5 |
| Q2 2024 | 17 | $6.4T | +3 |
| Q1 2024 | 14 | $768.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold USOI (UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037). The largest holder is UBS Group AG with $1.5B in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own USOI?
As of Q4 2025, 12 institutional investors report holding USOI (UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037) in their 13F filings.
Who is the largest institutional holder of USOI?
The largest institutional holder of USOI is UBS Group AG with $1.5B in shares.
Is institutional ownership of USOI increasing or decreasing?
This quarter, 4 institutions opened new positions in USOI and 1 closed their positions.