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UBS Group
UBS

Overview Fund Activity

577 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
7.84%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
70
Increased
225
Reduced
189
Closed
47
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$469M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
4
Deutsche Bank
Deutsche Bank
Germany
+$133M
5
PIM
Platinum Investment Management
Australia
+$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$208M
2
Goldman Sachs
Goldman Sachs
New York
-$205M
3
UBS Group
UBS Group
Switzerland
-$193M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$191M
5
DZ Bank
DZ Bank
Germany
-$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
301
Prospera Financial Services
Texas
$555K +$555K +18,124 New
PA
302
Parallel Advisors
California
$553K -$33.5K -1,092 -6%
CG
303
Caprock Group
Idaho
$544K +$178K +5,807 +49%
SC
304
Solstein Capital
California
$543K – – –
USCWA
305
U.S. Capital Wealth Advisors
Texas
$542K +$108K +3,536 +25%
Janney Montgomery Scott
306
Janney Montgomery Scott
Pennsylvania
$538K -$174K -5,677 -24%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$531K – – –
CIS
308
Custom Index Systems
New York
$528K +$313K +10,217 +145%
OAM
309
Oppenheimer Asset Management
New York
$528K -$21K -686 -4%
Two Sigma Advisers
310
Two Sigma Advisers
New York
$519K -$2.31M -75,430 -82%
SWP
311
Sagespring Wealth Partners
Tennessee
$519K +$31.5K +1,030 +6%
WA
312
Waverly Advisors
Alabama
$517K -$23K -750 -4%
NS
313
NBC Securities
Alabama
$511K +$510K +16,669 +98,053%
GCM
314
Gallacher Capital Management
Colorado
$508K +$16.4K +537 +3%
VCM
315
Versant Capital Management
Arizona
$502K +$462K +15,068 +1,146%
SB
316
Simmons Bank
Arkansas
$502K -$94.5K -3,084 -16%
TFS
317
Thoroughbred Financial Services
Tennessee
$489K – – –
OBAM
318
ODDO BHF Asset Management
France
$484K +$143K +5,339 +42%
CA
319
Clearstead Advisors
Ohio
$478K +$919 +30 +0.2%
SRC
320
Sage Rhino Capital
California
$472K -$1.23K -40 -0.3%
GI
321
Gradient Investments
Minnesota
$469K +$13.3K +433 +3%
AG
322
Ascent Group
Virginia
$467K +$142K +4,620 +44%
BBHC
323
Brown Brothers Harriman & Co
New York
$466K – – –
HT
324
HAP Trading
New York
$463K +$463K +15,102 New
BFG
325
Bleakley Financial Group
New Jersey
$462K +$94.2K +3,074 +26%
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