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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 %
GFP
376
Gryphon Financial Partners
Ohio
$305K +$94.5K +3,084 +45%
AWA
377
Arkadios Wealth Advisors
Georgia
$304K +$304K +9,936 New
CP
378
Covenant Partners
Tennessee
$303K – – –
DADC
379
D.A. Davidson & Co
Montana
$301K – – –
CWM
380
Calamos Wealth Management
Illinois
$297K – – –
BNP Paribas Financial Markets
381
BNP Paribas Financial Markets
France
$295K +$7.08K +231 +2%
ICP
382
Impact Capital Partners
Colorado
$294K +$1.9K +62 +0.7%
EWA
383
EverSource Wealth Advisors
Alabama
$293K -$170K -5,560 -37%
WFI
384
West Family Investments
California
$292K -$120K -3,907 -29%
William Blair & Company
385
William Blair & Company
Illinois
$289K +$44.9K +1,465 +18%
KOCAA
386
Knights of Columbus Asset Advisors
Connecticut
$286K -$13.8K -452 -5%
FOA
387
Five Oceans Advisors
California
$285K – – –
CIA
388
Concurrent Investment Advisors
Florida
$280K +$280K +9,149 New
KP
389
Keel Point
Alabama
$279K -$2.6K -85 -0.9%
JSW
390
Journey Strategic Wealth
New Jersey
$279K +$279K +9,122 New
Lido Advisors
391
Lido Advisors
California
$277K +$277K +9,043 New
CFG
392
Citizens Financial Group
Rhode Island
$274K +$274K +8,936 New
ZF
393
Zhang Financial
Michigan
$273K -$958K -31,284 -78%
SA
394
Shilanski & Associates
Alaska
$273K -$23.7K -774 -8%
BPCE
395
Bank Pictet & Cie (Europe)
Germany
$272K -$38.3K -1,260 -12%
CWAG
396
Compton Wealth Advisory Group
Virginia
$269K -$423K -13,811 -61%
SG Americas Securities
397
SG Americas Securities
New York
$266K +$66.7K +2,180 +33%
SC
398
Savant Capital
Illinois
$266K +$32.6K +1,063 +14%
TW
399
Traveka Wealth
California
$263K +$22.5K +736 +9%
CT
400
Chicago Trust
Illinois
$263K +$26.3K +860 +11%
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