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UBS Group
UBS

Overview Fund Activity

577 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
7.84%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
70
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 %
LFA
351
Legacy Financial Advisors
Kentucky
$383K +$57.5K +1,877 +18%
FNBOH
352
First National Bank of Hutchinson
Kansas
$379K +$11.2K +367 +3%
SIG
353
Stonegate Investment Group
Alabama
$378K -$95.2K -3,108 -20%
LG
354
Leuthold Group
Minnesota
$377K -$12.8K -419 -3%
A
355
Allianz
Germany
$374K +$11.5K +380 +3%
LC
356
Lindbrook Capital
California
$370K +$25.2K +822 +7%
SSG
357
Summit Securities Group
New York
$365K +$365K +11,901 New
SW
358
SVB Wealth
Massachusetts
$362K -$76.3K -2,491 -17%
SF
359
Synovus Financial
Georgia
$358K +$16.6K +543 +5%
MEAC
360
M.E. Allison & Co
Texas
$357K – – –
MFIM
361
Mesirow Financial Investment Management
Illinois
$353K -$268K -8,738 -43%
FIM
362
Freedom Investment Management
Connecticut
$350K -$46K -1,502 -12%
ATIA
363
American Trust Investment Advisors
New Hampshire
$346K -$1.38K -45 -0.4%
DOA
364
D'Orazio & Associates
Virginia
$342K -$704 -23 -0.2%
IRC
365
Investors Research Corp
Georgia
$341K – – –
MHIP
366
Mountain Hill Investment Partners
New Jersey
$337K – – –
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$336K +$42.3K +1,380 +14%
Parallax Volatility Advisers
368
Parallax Volatility Advisers
California
$335K +$230K +7,515 +219%
WSFS
369
Wilmington Savings Fund Society
Delaware
$335K -$21.1K -689 -6%
SMA
370
Sage Mountain Advisors
Georgia
$334K -$766 -25 -0.2%
SI
371
Stephens Inc
Arkansas
$334K +$14K +458 +4%
GC
372
Guggenheim Capital
Illinois
$331K +$331K +10,809 New
DWM
373
Drive Wealth Management
Utah
$330K -$8.3K -271 -2%
CA
374
Claro Advisors
Massachusetts
$329K +$17.1K +559 +5%
HH
375
Hilltop Holdings
Texas
$307K -$9.31K -306 -3%
13 14
15
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