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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 221

5% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.1B

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
589
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04B
Puts
$1.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$1.77M
GCM
227
Graham Capital Management
Connecticut
$1.74M
GT
228
Greenleaf Trust
Michigan
$1.65M
NA
229
NewEdge Advisors
Louisiana
$1.65M
GCM
230
Gator Capital Management
Florida
$1.61M
BCM
231
BTC Capital Management
Iowa
$1.54M
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$1.52M
RhumbLine Advisers
233
RhumbLine Advisers
Massachusetts
$1.5M
Tudor Investment Corp
234
Tudor Investment Corp
Connecticut
$1.5M
P
235
Pitcairn
Pennsylvania
$1.5M
NCM
236
Northside Capital Management
Oregon
$1.45M
Twin Tree Management
237
Twin Tree Management
Texas
$1.43M
Truist Financial
238
Truist Financial
North Carolina
$1.41M
BEAM
239
Baker Ellis Asset Management
Washington
$1.35M
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$1.31M
LCGC
241
Legacy Capital Group California
California
$1.31M
BHPW
242
Beverly Hills Private Wealth
California
$1.29M
AI
243
Atria Investments
North Carolina
$1.29M
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$1.29M
BP
245
Ballentine Partners
Massachusetts
$1.27M
GS
246
GTS Securities
New York
$1.26M
Capital Fund Management (CFM)
247
Capital Fund Management (CFM)
France
$1.26M
MYIA
248
Mount Yale Investment Advisors
Colorado
$1.25M
B
249
Bailard
California
$1.21M
Simplex Trading
250
Simplex Trading
Illinois
$1.2M