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UBS Group

593 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 52 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: 213 | 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
593
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
VF
276
Virtu Financial
New York
$904K
BRWA
277
B. Riley Wealth Advisors
Florida
$898K
PA
278
Pinnacle Associates
New York
$898K
IC
279
IEQ Capital
California
$888K
CCM
280
Coldstream Capital Management
Washington
$885K
NWAG
281
Net Worth Advisory Group
Utah
$878K
JWA
282
JFS Wealth Advisors
Pennsylvania
$869K
COI
283
Connable Office Inc
Michigan
$859K
GWM
284
Greenwich Wealth Management
Connecticut
$840K
FFL
285
Future Fund LLC
Illinois
$838K
CCA
286
Checchi Capital Advisers
California
$831K
Focus Partners Wealth
287
Focus Partners Wealth
Massachusetts
$803K
PSP
288
Principal Street Partners
Tennessee
$788K
MSFS
289
Main Street Financial Solutions
Pennsylvania
$779K
BC
290
Bayforest Capital
United Kingdom
$765K
BTI
291
Blue Trust Inc
Georgia
$755K
CGL
292
Clarius Group LLC
Washington
$751K
Verition Fund Management
293
Verition Fund Management
Connecticut
$737K
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$717K
MWM
295
Massachusetts Wealth Management
Massachusetts
$713K
CT
296
Chicago Trust
Illinois
$702K
LOIM
297
Liberty One Investment Management
Illinois
$693K
PAG
298
Private Advisor Group
New Jersey
$682K
CI
299
Corient IA
Florida
$676K
TWC
300
TD Waterhouse Canada
Ontario, Canada
$675K