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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
QOP
351
Quinn Opportunity Partners
Virginia
$427K +$427K +12,617 New
DWM
352
Dakota Wealth Management
Florida
$425K +$1.42K +42 +0.3%
PWPS
353
Pinnacle Wealth Planning Services
Ohio
$424K +$52.8K +1,560 +14%
CFG
354
Citizens Financial Group
Rhode Island
$422K +$120K +3,543 +40%
GFP
355
Gryphon Financial Partners
Ohio
$420K +$83.1K +2,458 +25%
SWP
356
Sagespring Wealth Partners
Tennessee
$419K -$154K -4,564 -27%
LG
357
Leuthold Group
Minnesota
$417K – – –
SWM
358
Seed Wealth Management
Illinois
$414K -$30.1K -890 -7%
MWM
359
Mission Wealth Management
California
$402K -$24K -709 -6%
FIM
360
Freedom Investment Management
Connecticut
$399K +$12.9K +382 +3%
CIS
361
Custom Index Systems
New York
$396K -$187K -5,528 -32%
MEAC
362
M.E. Allison & Co
Texas
$394K – – –
Mitsubishi UFJ Trust & Banking
363
Mitsubishi UFJ Trust & Banking
Japan
$386K +$386K +11,493 New
BCIM
364
British Columbia Investment Management
British Columbia, Canada
$384K -$56.7K -1,675 -13%
ATIA
365
American Trust Investment Advisors
New Hampshire
$382K – – –
SQA
366
Simon Quick Advisors
New Jersey
$379K +$102K +3,009 +37%
SF
367
Synovus Financial
Georgia
$378K -$16.8K -498 -4%
EWA
368
EverSource Wealth Advisors
Alabama
$377K +$53.9K +1,594 +17%
IRC
369
Investors Research Corp
Georgia
$376K – – –
MHIP
370
Mountain Hill Investment Partners
New Jersey
$372K – – –
SI
371
Stephens Inc
Arkansas
$367K -$845 -25 -0.2%
DOA
372
D'Orazio & Associates
Virginia
$366K -$11.1K -328 -3%
DWM
373
Drive Wealth Management
Utah
$360K -$3.86K -114 -1%
SMA
374
Sage Mountain Advisors
Georgia
$358K -$10.8K -319 -3%
SPIA
375
Steward Partners Investment Advisory
New York
$355K +$220K +6,496 +163%
13 14
15
16 17