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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
LFA
351
Legacy Financial Advisors
Kentucky
$431K
SIG
352
Stonegate Investment Group
Alabama
$428K
QOP
353
Quinn Opportunity Partners
Virginia
$427K
DWM
354
Dakota Wealth Management
Florida
$425K
PWPS
355
Pinnacle Wealth Planning Services
Ohio
$424K
CFG
356
Citizens Financial Group
Rhode Island
$422K
GFP
357
Gryphon Financial Partners
Ohio
$420K
SWP
358
Sagespring Wealth Partners
Tennessee
$419K
LG
359
Leuthold Group
Minnesota
$417K
SWM
360
Seed Wealth Management
Illinois
$414K
MWM
361
Mission Wealth Management
California
$402K
FIM
362
Freedom Investment Management
Connecticut
$399K
CIS
363
Custom Index Systems
New York
$396K
MEAC
364
M.E. Allison & Co
Texas
$394K
Mitsubishi UFJ Trust & Banking
365
Mitsubishi UFJ Trust & Banking
Japan
$386K
BCIM
366
British Columbia Investment Management
British Columbia, Canada
$384K
ATIA
367
American Trust Investment Advisors
New Hampshire
$382K
SF
368
Synovus Financial
Georgia
$378K
EWA
369
EverSource Wealth Advisors
Alabama
$377K
IRC
370
Investors Research Corp
Georgia
$376K
MHIP
371
Mountain Hill Investment Partners
New Jersey
$372K
SI
372
Stephens Inc
Arkansas
$367K
DOA
373
D'Orazio & Associates
Virginia
$366K
DWM
374
Drive Wealth Management
Utah
$360K
SMA
375
Sage Mountain Advisors
Georgia
$358K