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UBS Group
UBS

Overview Fund Activity

590 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.91%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$1.77M +$1.44M +42,725 +444%
GCM
227
Graham Capital Management
Connecticut
$1.74M +$1.74M +51,522 New
GT
228
Greenleaf Trust
Michigan
$1.65M -$1.18K -35 -0.1%
NA
229
NewEdge Advisors
Louisiana
$1.65M +$233K +6,882 +16%
GCM
230
Gator Capital Management
Florida
$1.61M – – –
BCM
231
BTC Capital Management
Iowa
$1.54M +$60.9K +1,801 +4%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$1.52M +$175K +5,178 +13%
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$1.5M +$64.2K +1,897 +4%
Tudor Investment Corp
234
Tudor Investment Corp
Connecticut
$1.5M +$1.5M +44,364 New
P
235
Pitcairn
Pennsylvania
$1.5M -$770K -22,769 -34%
NCM
236
Northside Capital Management
Oregon
$1.45M +$1.45M +42,761 New
Twin Tree Management
237
Twin Tree Management
Texas
$1.43M +$1.43M +42,234 New
Truist Financial
238
Truist Financial
North Carolina
$1.41M -$325K -9,622 -19%
BEAM
239
Baker Ellis Asset Management
Washington
$1.35M +$35.5K +1,050 +3%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$1.31M -$27.2M -804,837 -95%
LCGC
241
Legacy Capital Group California
California
$1.31M +$28.1K +831 +2%
BHPW
242
Beverly Hills Private Wealth
California
$1.29M -$157K -4,638 -11%
AI
243
Atria Investments
North Carolina
$1.29M -$622K -18,402 -33%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$1.29M -$370K -10,956 -22%
BP
245
Ballentine Partners
Massachusetts
$1.27M +$32.6K +963 +3%
GS
246
GTS Securities
New York
$1.26M +$1.26M +37,307 New
Capital Fund Management (CFM)
247
Capital Fund Management (CFM)
France
$1.26M +$1.26M +37,132 New
MYIA
248
Mount Yale Investment Advisors
Colorado
$1.25M -$19.6K -579 -2%
B
249
Bailard
California
$1.21M -$13K -384 -1%
Simplex Trading
250
Simplex Trading
Illinois
$1.2M +$111K +3,283 +10%
8 9
10
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