UBS icon

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
SPIA
376
Steward Partners Investment Advisory
New York
$355K
CIA
377
Concurrent Investment Advisors
Florida
$343K
ICP
378
Impact Capital Partners
Colorado
$338K
OL
379
Optas LLC
Texas
$336K
VWM
380
Venturi Wealth Management
Texas
$336K
CP
381
Covenant Partners
Tennessee
$335K
DADC
382
D.A. Davidson & Co
Montana
$335K
SC
383
Savant Capital
Illinois
$332K
WPC
384
Wedmont Private Capital
Pennsylvania
$331K
CWM
385
Calamos Wealth Management
Illinois
$328K
AWA
386
Arkadios Wealth Advisors
Georgia
$324K
KP
387
Keel Point
Alabama
$321K
HWM
388
HB Wealth Management
Georgia
$319K
MFIM
389
Mesirow Financial Investment Management
Illinois
$318K
AWM
390
Aprio Wealth Management
Georgia
$317K
KOCAA
391
Knights of Columbus Asset Advisors
Connecticut
$316K
DC
392
Davenport & Co
Virginia
$313K
William Blair & Company
393
William Blair & Company
Illinois
$306K
DAS
394
Diversify Advisory Services
Utah
$298K
Lido Advisors
395
Lido Advisors
California
$298K
HH
396
Hilltop Holdings
Texas
$298K
JSW
397
Journey Strategic Wealth
New Jersey
$297K
SA
398
Shilanski & Associates
Alaska
$297K
CWAG
399
Compton Wealth Advisory Group
Virginia
$297K
SB
400
Simmons Bank
Arkansas
$297K