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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
69
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 %
VFA
326
Valeo Financial Advisors
Indiana
$458K +$57.9K +1,891 +14%
KFC
327
Klingenstein Fields & Co
New York
$457K – – –
SC
328
Syon Capital
California
$456K -$26.6K -868 -6%
SWA
329
Sax Wealth Advisors
New Jersey
$448K +$103K +3,375 +30%
CC
330
Centiva Capital
New York
$447K +$447K +14,593 New
BA
331
Bridgewater Advisors
New York
$442K +$6.68K +219 +2%
DC
332
Davenport & Co
Virginia
$437K -$82.7K -2,701 -16%
Focus Partners Wealth
333
Focus Partners Wealth
Massachusetts
$432K +$35K +1,141 +9%
SCP
334
Sivia Capital Partners
California
$418K +$15.3K +501 +4%
OL
335
Optas LLC
Texas
$417K +$6.86K +224 +2%
DAS
336
Diversify Advisory Services
Utah
$416K +$43.6K +1,428 +12%
SWM
337
Spire Wealth Management
Virginia
$410K +$6.43K +210 +2%
SIM
338
Studio Investment Management
Illinois
$410K -$59.6K -1,946 -13%
FA
339
FDx Advisors
Illinois
$410K -$13.5K -442 -3%
CWM
340
Cordatus Wealth Management
Pennsylvania
$407K +$407K +13,290 New
HWM
341
HB Wealth Management
Georgia
$403K -$2.73K -89 -0.7%
SWM
342
Seed Wealth Management
Illinois
$402K – – –
TWC
343
TD Waterhouse Canada
Ontario, Canada
$402K +$22.6K +745 +6%
AWM
344
Aprio Wealth Management
Georgia
$401K +$52.2K +1,705 +15%
BCM
345
Barometer Capital Management
Ontario, Canada
$400K +$77.2K +2,600 +24%
BCIM
346
British Columbia Investment Management
British Columbia, Canada
$396K -$247K -8,111 -38%
SAM
347
Smartleaf Asset Management
Massachusetts
$393K +$88.2K +2,796 +29%
MWM
348
Mission Wealth Management
California
$385K -$8.88K -290 -2%
DWM
349
Dakota Wealth Management
Florida
$384K -$21K -687 -5%
PWM
350
Perigon Wealth Management
California
$383K +$18.4K +602 +5%
12 13
14
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