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UBS Group

593 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 52 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: 213 | 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
593
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
CFD
476
Creative Financial Designs
Indiana
$94.7K
BIG
477
Brooklyn Investment Group
New York
$94.2K
MHR
478
Matthew Hamilton Rosenberg
$92.9K
BGAI
479
Bruce G. Allen Investments
Colorado
$89.9K
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$88.1K
AUB
481
Atlantic Union Bankshares
Virginia
$86.7K
HI
482
Harbour Investments
Wisconsin
$71.2K
AC
483
AlphaCore Capital
California
$70.2K
AWM
484
Activest Wealth Management
Florida
$67.5K
AAS
485
Ameritas Advisory Services
Nebraska
$65.1K
Barclays
486
Barclays
United Kingdom
$62K
BCM
487
Berbice Capital Management
New York
$50.7K
PPC
488
Park Place Capital
Alabama
$50.7K
GWM
489
Geneos Wealth Management
Colorado
$47.9K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$44.7K
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.5K
TPWA
492
Twin Peaks Wealth Advisors
California
$38.7K
WIM
493
Westside Investment Management
California
$38.4K
Fifth Third Bancorp
494
Fifth Third Bancorp
Ohio
$38.3K
FC
495
Fairscale Capital
New Hampshire
$36.2K
FHA
496
First Horizon Advisors
Tennessee
$36.1K
Nisa Investment Advisors
497
Nisa Investment Advisors
Missouri
$33.8K
CB
498
Community Bank
New York
$33.8K
ME
499
McIlrath & Eck
Washington
$33.5K
TPCW
500
TD Private Client Wealth
New York
$33.1K