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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 %
CIA
376
Concurrent Investment Advisors
Florida
$343K +$33.3K +985 +11%
ICP
377
Impact Capital Partners
Colorado
$338K +$13.3K +394 +4%
OL
378
Optas LLC
Texas
$336K -$124K -3,658 -27%
VWM
379
Venturi Wealth Management
Texas
$336K +$62.9K +1,859 +23%
CP
380
Covenant Partners
Tennessee
$335K – – –
DADC
381
D.A. Davidson & Co
Montana
$335K +$2.77K +82 +0.8%
SC
382
Savant Capital
Illinois
$332K +$39.2K +1,158 +13%
WPC
383
Wedmont Private Capital
Pennsylvania
$331K +$5.23K +146 +2%
CWM
384
Calamos Wealth Management
Illinois
$328K +$34 +1 +0%
AWA
385
Arkadios Wealth Advisors
Georgia
$324K -$12.2K -360 -4%
KP
386
Keel Point
Alabama
$321K +$11.7K +346 +4%
HWM
387
HB Wealth Management
Georgia
$319K -$125K -3,694 -28%
MFIM
388
Mesirow Financial Investment Management
Illinois
$318K -$72.2K -2,135 -19%
AWM
389
Aprio Wealth Management
Georgia
$317K -$125K -3,710 -28%
KOCAA
390
Knights of Columbus Asset Advisors
Connecticut
$316K – – –
DC
391
Davenport & Co
Virginia
$313K -$169K -5,011 -35%
William Blair & Company
392
William Blair & Company
Illinois
$306K -$13.3K -394 -4%
DAS
393
Diversify Advisory Services
Utah
$298K -$240K -6,077 -45%
Lido Advisors
394
Lido Advisors
California
$298K -$7.44K -220 -2%
HH
395
Hilltop Holdings
Texas
$298K -$43.8K -1,294 -13%
JSW
396
Journey Strategic Wealth
New Jersey
$297K -$11.1K -328 -4%
SA
397
Shilanski & Associates
Alaska
$297K -$3.65K -108 -1%
CWAG
398
Compton Wealth Advisory Group
Virginia
$297K – – –
SB
399
Simmons Bank
Arkansas
$297K -$257K -7,606 -46%
FOA
400
Five Oceans Advisors
California
$297K -$17.8K -526 -6%
14 15
16
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