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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 %
CH
426
Cromwell Holdings
Wyoming
$222K – – –
BPA
427
Beacon Pointe Advisors
California
$222K +$7.11K +232 +3%
BMWM
428
Brown Miller Wealth Management
Virginia
$219K -$54.6K -1,782 -20%
PCIA
429
Prime Capital Investment Advisors
Kansas
$217K +$217K +7,100 New
CIA
430
Choate Investment Advisors
Massachusetts
$216K +$216K +7,077 New
RWB
431
RMR Wealth Builders
New Jersey
$214K – – –
KeyBank National Association
432
KeyBank National Association
Ohio
$213K -$14.8K -484 -6%
GCM
433
Genus Capital Management
British Columbia, Canada
$212K +$212K +6,930 New
FCCM
434
First City Capital Management
Georgia
$211K -$8.61K -281 -4%
Carson Wealth (CWM LLC)
435
Carson Wealth (CWM LLC)
Nebraska
$210K -$13.3K -434 -6%
CFB
436
Cullen/Frost Bankers
Texas
$208K -$63.6K -2,077 -23%
AP
437
Adero Partners
California
$207K -$796 -26 -0.4%
LCM
438
Logan Capital Management
Pennsylvania
$204K -$2.54M -82,839 -93%
DC
439
Diametric Capital
Massachusetts
$203K +$203K +6,638 New
CPBTD
440
Central Pacific Bank - Trust Division
Hawaii
$202K -$30.6K -1,000 -13%
AWM
441
Avior Wealth Management
Nebraska
$202K -$10.7K -348 -5%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$191K +$30.9K +1,010 +19%
GWS
443
Greykasell Wealth Strategies
California
$185K +$185K +6,044 New
GEA
444
Glen Eagle Advisors
New Jersey
$174K -$8.61K -281 -5%
CVM
445
Cheviot Value Management
California
$172K +$172K +5,578 New
IA
446
IFP Advisors
Florida
$168K +$7.69K +251 +5%
HCP
447
Hexagon Capital Partners
Arkansas
$163K -$7.78K -254 -5%
IBOK
448
Independence Bank of Kentucky
Kentucky
$155K +$760 +25 +0.5%
FP
449
Financial Perspectives
Minnesota
$150K – – –
AAP
450
Arax Advisory Partners
Colorado
$148K +$14.8K +482 +11%
16 17
18
19 20