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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
BA
326
Bridgewater Advisors
New York
$548K
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$540K
GCM
328
Gallacher Capital Management
Colorado
$532K
CA
329
Clearstead Advisors
Ohio
$527K
WA
330
Waverly Advisors
Alabama
$526K
BBHC
331
Brown Brothers Harriman & Co
New York
$522K
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$521K
AG
333
Ascent Group
Virginia
$516K
SRC
334
Sage Rhino Capital
California
$510K
KFC
335
Klingenstein Fields & Co
New York
$505K
PA
336
Parallel Advisors
California
$495K
BCM
337
Barometer Capital Management
Ontario, Canada
$490K
SCP
338
Sivia Capital Partners
California
$484K
MFG
339
Merit Financial Group
Georgia
$481K
VFA
340
Valeo Financial Advisors
Indiana
$477K
SA
341
swisspartners Advisors
Switzerland
$473K
SWA
342
Sax Wealth Advisors
New Jersey
$466K
FFA
343
Farther Finance Advisors
California
$464K
IC
344
Iconiq Capital
California
$456K
SWM
345
Spire Wealth Management
Virginia
$454K
FA
346
FDx Advisors
Illinois
$445K
SIM
347
Studio Investment Management
Illinois
$444K
CWM
348
Cordatus Wealth Management
Pennsylvania
$442K
IMC Chicago
349
IMC Chicago
Illinois
$441K
FNBOH
350
First National Bank of Hutchinson
Kansas
$436K