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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

4% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 221

5% less call options, than puts

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
251
Simplex Trading
Illinois
$1.2M +$102K +3,283 +10%
SCA
252
Snowden Capital Advisors
New York
$1.19M -$33.9K -1,095 -3%
BPCE
253
Bank Pictet & Cie (Europe)
Germany
$1.19M +$812K +26,225 +293%
GF
254
Gabelli Funds
New York
$1.18M +$30.9K +1,000 +3%
SFA
255
Sequoia Financial Advisors
Ohio
$1.17M -$84.5K -2,732 -7%
AssetMark Inc
256
AssetMark Inc
California
$1.16M +$423K +13,680 +66%
SA
257
Sanctuary Advisors
Indiana
$1.15M +$224K +7,252 +27%
P
258
&Partners
Tennessee
$1.14M +$223K +7,196 +27%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$1.14M +$107K +3,444 +11%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$1.14M +$264K +8,520 +34%
AAM
261
Advisors Asset Management
Colorado
$1.12M +$166K +5,362 +19%
LIM
262
Longfellow Investment Management
Massachusetts
$1.12M +$1.29M +41,675 New
KCM
263
Kathmere Capital Management
Pennsylvania
$1.12M -$84.4K -2,727 -8%
SCM
264
SOL Capital Management
Maryland
$1.1M -$108K -3,500 -10%
Victory Capital Management
265
Victory Capital Management
Texas
$1.1M +$975K +31,511 New
Osaic Holdings
266
Osaic Holdings
Arizona
$1.09M +$164K +5,299 +20%
Squarepoint
267
Squarepoint
New York
$1.07M +$9.28K +300 +1%
CFB
268
Cullen/Frost Bankers
Texas
$1.05M +$747K +24,125 +355%
CB
269
Centennial Bank
Arkansas
$1.02M -$9.28K -300 -1%
CCI
270
Credit Capital Investments
New Jersey
$1.01M -$402K -13,000 -30%
AFG
271
Atomi Financial Group
New York
$983K -$337K -10,905 -27%
CA
272
Cullinan Associates
Kentucky
$981K
EPIM
273
Evelyn Partners Investment Management
$977K
ECM
274
Evergreen Capital Management
Washington
$968K -$48.6K -1,570 -5%
EI
275
Ethic Inc
New York
$931K +$35.8K +1,158 +4%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.