UBS Group
UBS
584 hedge funds and large institutions have $43B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 193 reducing their positions, and 49 closing their positions.
45% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 49
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
17% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 193
2% more funds holding
Funds holding: 571 → 584 (+13)
0.41% more ownership
Funds ownership: 44.06% → 44.47% (+0.41%)
0% more capital invested
Capital invested by funds: $43B → $43B (+$22.3M)
34% less call options, than puts
Call options by funds: $918M | Put options by funds: $1.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$1.53B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$514M |
| 3 |
JP Morgan Chase
New York
|
+$207M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$145M |
| 5 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.44B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$226M |
| 3 |
Goldman Sachs
New York
|
-$223M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$211M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$209M |
UBS Hedge Fund Activity: Q1 2025 in Review
584 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2025, worth a combined $43B — up 0.05% from $43B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new UBS positions and 49 closed out — a net gain of 22 holders — while 225 added to existing stakes and 193 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $1.53B. The largest seller was Norges Bank, cutting an estimated $1.44B.
- 584 institutional investors held UBS Group (UBS) as of Q1 2025, up from 571 in Q4 2024.
- Funds reported $43B of UBS Group stock for Q1 2025, up 0.05% quarter-over-quarter.
- 71 funds opened new UBS Group positions in Q1 2025 and 49 closed out, a net change of +22 holders.
- The largest UBS Group buyer in Q1 2025 was Fisher Asset Management, an estimated $1.53B added.
- The largest UBS Group seller in Q1 2025 was Norges Bank, an estimated $1.44B sold.
Based on aggregated 13F filings for Q1 2025.