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UBS Group
UBS

618 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 240 increasing their positions, 191 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 60

26% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 191

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

12% more capital invested

Capital invested by funds: $44.5B → $49.8B (+$5.31B)

4% more funds holding

Funds holding: 596 → 618 (+22)

20% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.31B

41.66% less ownership

Funds ownership: 41.66% → 0% (-42%)

Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.11%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.29%
New
89
Increased
240
Reduced
191
Closed
60
Calls
$1.05B
Puts
$1.31B
Net Calls
-$266M
Net Calls Change
-$212M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.78B
2
UBS Group
UBS Group
Switzerland
+$643M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$593M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$521M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$408M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$2.73B
2
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$263M
3
AIM
ARGA Investment Management
Connecticut
-$218M
4
Fidelity International
Fidelity International
Bermuda
-$139M
5
Axa
Axa
France
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
401
West Family Investments
California
$360K +$76.8K +1,977 +29%
CWAG
402
Compton Wealth Advisory Group
Virginia
$360K – – –
FOA
403
Five Oceans Advisors
California
$359K – – –
FT
404
Fiduciary Trust
Massachusetts
$359K +$17.7K +456 +5%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$359K +$85.2K +2,193 +33%
GM
406
GeoWealth Management
Illinois
$357K +$131K +3,370 +63%
AAP
407
Arax Advisory Partners
Colorado
$357K +$129K +3,329 +62%
Empower Advisory Group
408
Empower Advisory Group
Colorado
$353K +$23.4K +602 +8%
SB
409
Simmons Bank
Arkansas
$353K -$5.86K -151 -2%
HAG
410
HighPoint Advisor Group
Illinois
$351K +$14.9K +384 +5%
KWM
411
Kingsview Wealth Management
Oregon
$351K +$35.3K +910 +12%
TPI
412
Trust Point Inc
Wisconsin
$350K +$81.4K +2,095 +33%
Lido Advisors
413
Lido Advisors
California
$349K -$12.5K -322 -4%
WRPWM
414
Werba Rubin Papier Wealth Management
California
$343K -$1.55K -40 -0.5%
EPIMS
415
Evelyn Partners Investment Management Services
$331K – – –
SGI
416
Summit Global Investments
Utah
$330K -$1.75M -45,158 -85%
PSP
417
Principal Street Partners
Tennessee
$324K -$598K -15,388 -66%
GWMR
418
GC Wealth Management RIA
Massachusetts
$312K +$295K +7,606 New
JG
419
Jain Global
New York
$307K +$291K +7,484 New
PFA
420
Pure Financial Advisors
California
$303K +$287K +7,390 New
WCA
421
Westover Capital Advisors
Delaware
$299K – – –
ZF
422
Zhang Financial
Michigan
$298K -$48.2K -1,242 -15%
PWM
423
Perigon Wealth Management
California
$298K -$21.9K -564 -7%
FLPIM
424
F.L. Putnam Investment Management
Massachusetts
$297K -$19.6K -504 -7%
CH
425
Cromwell Holdings
Wyoming
$297K – – –
15 16
17
18 19

UBS Hedge Fund Activity: Q3 2025 in Review

618 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2025, worth a combined $49.8B — up 12% from $44.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UBS positions and 60 closed out — a net gain of 29 holders — while 240 added to existing stakes and 191 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.78B. The largest seller was UBS AM, cutting an estimated $2.73B.

  • 618 institutional investors held UBS Group (UBS) as of Q3 2025, up from 596 in Q2 2025.
  • Funds reported $49.8B of UBS Group stock for Q3 2025, up 12% quarter-over-quarter.
  • 89 funds opened new UBS Group positions in Q3 2025 and 60 closed out, a net change of +29 holders.
  • The largest UBS Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.78B added.
  • The largest UBS Group seller in Q3 2025 was UBS AM, an estimated $2.73B sold.

Based on aggregated 13F filings for Q3 2025.