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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
ICP
376
Impact Capital Partners
Colorado
$338K
OL
377
Optas LLC
Texas
$336K
VWM
378
Venturi Wealth Management
Texas
$336K
CP
379
Covenant Partners
Tennessee
$335K
DADC
380
D.A. Davidson & Co
Montana
$335K
SC
381
Savant Capital
Illinois
$332K
WPC
382
Wedmont Private Capital
Pennsylvania
$331K
CWM
383
Calamos Wealth Management
Illinois
$328K
AWA
384
Arkadios Wealth Advisors
Georgia
$324K
KP
385
Keel Point
Alabama
$321K
HWM
386
HB Wealth Management
Georgia
$319K
MFIM
387
Mesirow Financial Investment Management
Illinois
$318K
AWM
388
Aprio Wealth Management
Georgia
$317K
KOCAA
389
Knights of Columbus Asset Advisors
Connecticut
$316K
DC
390
Davenport & Co
Virginia
$313K
William Blair & Company
391
William Blair & Company
Illinois
$306K
DAS
392
Diversify Advisory Services
Utah
$298K
Lido Advisors
393
Lido Advisors
California
$298K
HH
394
Hilltop Holdings
Texas
$298K
JSW
395
Journey Strategic Wealth
New Jersey
$297K
SA
396
Shilanski & Associates
Alaska
$297K
CWAG
397
Compton Wealth Advisory Group
Virginia
$297K
SB
398
Simmons Bank
Arkansas
$297K
FOA
399
Five Oceans Advisors
California
$297K
FRM
400
Fox Run Management
Connecticut
$290K