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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bridgewater Advisors
New York
$548K -$2.17K -70 -0.5%
Envestnet Portfolio Solutions
327
Envestnet Portfolio Solutions
Illinois
$540K -$198K -6,404 -29%
GCM
328
Gallacher Capital Management
Colorado
$532K -$26.3K -851 -5%
CA
329
Clearstead Advisors
Ohio
$527K -$1.24K -40 -0.3%
WA
330
Waverly Advisors
Alabama
$526K -$40.4K -1,306 -8%
BBHC
331
Brown Brothers Harriman & Co
New York
$522K +$6.16K +199 +1%
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$521K -$66.9K -2,162 -12%
AG
333
Ascent Group
Virginia
$516K +$557 +18 +0.1%
SRC
334
Sage Rhino Capital
California
$510K -$10.2K -328 -2%
KFC
335
Klingenstein Fields & Co
New York
$505K
PA
336
Parallel Advisors
California
$495K -$105K -3,403 -19%
BCM
337
Barometer Capital Management
Ontario, Canada
$490K +$30.9K +1,000 +7%
SCP
338
Sivia Capital Partners
California
$484K +$19.8K +639 +5%
MFG
339
Merit Financial Group
Georgia
$481K +$211K +6,822 +92%
VFA
340
Valeo Financial Advisors
Indiana
$477K -$26.1K -844 -6%
SA
341
swisspartners Advisors
Switzerland
$473K -$1.62M -52,277 -79%
SWA
342
Sax Wealth Advisors
New Jersey
$466K -$26.7K -862 -6%
FFA
343
Farther Finance Advisors
California
$464K +$343K +11,069 +417%
IC
344
Iconiq Capital
California
$456K -$183K -5,911 -30%
SWM
345
Spire Wealth Management
Virginia
$454K +$712 +23 +0.2%
FA
346
FDx Advisors
Illinois
$445K -$6.87K -222 -2%
SIM
347
Studio Investment Management
Illinois
$444K -$7.71K -249 -2%
CWM
348
Cordatus Wealth Management
Pennsylvania
$442K -$6.93K -224 -2%
IMC Chicago
349
IMC Chicago
Illinois
$441K +$403K +13,036 New
FNBOH
350
First National Bank of Hutchinson
Kansas
$436K +$15.4K +499 +4%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.