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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
SS
426
SBI Securities
Japan
$232K
AF
427
Allworth Financial
California
$231K
WFI
428
West Family Investments
California
$230K
TW
429
Traveka Wealth
California
$229K
LCM
430
Logan Capital Management
Pennsylvania
$225K
GCM
431
Genus Capital Management
British Columbia, Canada
$224K
AWM
432
Avior Wealth Management
Nebraska
$224K
OC
433
Oppenheimer & Co
New York
$223K
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$222K
CB
435
Commerce Bank
Missouri
$222K
SW
436
SVB Wealth
Massachusetts
$221K
FFS
437
Fortress Financial Solutions
Arizona
$221K
CVM
438
Cheviot Value Management
California
$221K
SMA
439
Seven Mile Advisory
New Jersey
$220K
FCCM
440
First City Capital Management
Georgia
$220K
Walleye Capital
441
Walleye Capital
New York
$219K
TPI
442
Trust Point Inc
Wisconsin
$218K
GGA
443
Granite Group Advisors
Connecticut
$218K
WANY
444
Wealthspire Advisors (New York)
New York
$211K
JCM
445
Janney Capital Management
Pennsylvania
$209K
S
446
Sunpointe
Missouri
$208K
Brown Advisory
447
Brown Advisory
Maryland
$205K
GWS
448
Greykasell Wealth Strategies
California
$204K
CAM
449
Cozad Asset Management
Illinois
$204K
AGC
450
Aspen Grove Capital
Colorado
$203K