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UBS Group

589 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
GCM
326
Gallacher Capital Management
Colorado
$532K
CA
327
Clearstead Advisors
Ohio
$527K
WA
328
Waverly Advisors
Alabama
$526K
BBHC
329
Brown Brothers Harriman & Co
New York
$522K
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$521K
AG
331
Ascent Group
Virginia
$516K
SRC
332
Sage Rhino Capital
California
$510K
KFC
333
Klingenstein Fields & Co
New York
$505K
PA
334
Parallel Advisors
California
$495K
BCM
335
Barometer Capital Management
Ontario, Canada
$490K
SCP
336
Sivia Capital Partners
California
$484K
MFG
337
Merit Financial Group
Georgia
$481K
VFA
338
Valeo Financial Advisors
Indiana
$477K
SA
339
swisspartners Advisors
Switzerland
$473K
SWA
340
Sax Wealth Advisors
New Jersey
$466K
FFA
341
Farther Finance Advisors
California
$464K
IC
342
Iconiq Capital
California
$456K
SWM
343
Spire Wealth Management
Virginia
$454K
FA
344
FDx Advisors
Illinois
$445K
SIM
345
Studio Investment Management
Illinois
$444K
CWM
346
Cordatus Wealth Management
Pennsylvania
$442K
IMC Chicago
347
IMC Chicago
Illinois
$441K
FNBOH
348
First National Bank of Hutchinson
Kansas
$436K
LFA
349
Legacy Financial Advisors
Kentucky
$431K
SIG
350
Stonegate Investment Group
Alabama
$428K