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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
376
Sage Mountain Advisors
Georgia
$358K -$9.87K -319 -3%
SPIA
377
Steward Partners Investment Advisory
New York
$355K +$201K +6,496 +163%
CIA
378
Concurrent Investment Advisors
Florida
$343K +$30.5K +985 +11%
ICP
379
Impact Capital Partners
Colorado
$338K +$12.2K +394 +4%
OL
380
Optas LLC
Texas
$336K -$113K -3,658 -27%
VWM
381
Venturi Wealth Management
Texas
$336K +$57.5K +1,859 +23%
CP
382
Covenant Partners
Tennessee
$335K
DADC
383
D.A. Davidson & Co
Montana
$335K +$2.54K +82 +0.8%
WPC
384
Wedmont Private Capital
Pennsylvania
$331K +$4.52K +146 +2%
CWM
385
Calamos Wealth Management
Illinois
$328K +$31 +1 +0%
AWA
386
Arkadios Wealth Advisors
Georgia
$324K -$11.1K -360 -4%
KP
387
Keel Point
Alabama
$321K +$10.7K +346 +4%
HWM
388
HB Wealth Management
Georgia
$319K -$114K -3,694 -28%
MFIM
389
Mesirow Financial Investment Management
Illinois
$318K -$66.1K -2,135 -19%
AWM
390
Aprio Wealth Management
Georgia
$317K -$115K -3,710 -28%
KOCAA
391
Knights of Columbus Asset Advisors
Connecticut
$316K
DC
392
Davenport & Co
Virginia
$313K -$155K -5,011 -35%
William Blair & Company
393
William Blair & Company
Illinois
$306K -$12.2K -394 -4%
DAS
394
Diversify Advisory Services
Utah
$298K -$188K -6,077 -45%
Lido Advisors
395
Lido Advisors
California
$298K -$6.81K -220 -2%
HH
396
Hilltop Holdings
Texas
$298K -$40K -1,294 -13%
JSW
397
Journey Strategic Wealth
New Jersey
$297K -$10.2K -328 -4%
SA
398
Shilanski & Associates
Alaska
$297K -$3.34K -108 -1%
CWAG
399
Compton Wealth Advisory Group
Virginia
$297K
SB
400
Simmons Bank
Arkansas
$297K -$235K -7,606 -46%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.