We are live on ! Find out more
UBS icon

UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
501
TD Private Client Wealth
New York
$33.1K -$28.6K -923 -49%
GI
502
GAMMA Investing
California
$28.7K +$433 +14 +2%
MPW
503
MASECO Private Wealth
$28.3K +$25.9K +836 New
RF
504
Robinswood Financial
Washington
$27K
KFI
505
Key Financial Inc
Pennsylvania
$26.1K
WA
506
Whipplewood Advisors
Colorado
$24.2K +$19.9K +644 +894%
AA
507
Addison Advisors
Vermont
$24K +$2.35K +76 +12%
ST
508
Smithfield Trust
Pennsylvania
$24K +$20.9K +675 New
NC
509
NewSquare Capital
Pennsylvania
$23K +$8.91K +288 +73%
CYG
510
Clean Yield Group
Vermont
$20K
CIA
511
Cape Investment Advisory
Georgia
$18.9K +$4.73K +153 +38%
ZBNA
512
Zions Bancorporation, National Association
Utah
$18.6K
SIS
513
Sound Income Strategies
Florida
$18.2K
GCM
514
Gables Capital Management
Florida
$16.9K
NFSG
515
Newbridge Financial Services Group
Florida
$16.9K
CA
516
CoreCap Advisors
Michigan
$16.8K +$8.36K +270 +119%
PTC
517
Private Trust Company
Ohio
$16.5K -$5.88K -190 -28%
RWA
518
Redmont Wealth Advisors
Illinois
$16.1K +$14.7K +475 New
GKIM
519
GW&K Investment Management
Massachusetts
$16K
LC
520
Lavaca Capital
Texas
$15.6K
W
521
WealthCollab
Washington
$15.3K +$4.49K +145 +47%
USB
522
Union Savings Bank
Connecticut
$15.3K
MSG
523
Main Street Group
Virginia
$14.9K
PB
524
Pinnacle Bancorp
Nebraska
$14.8K +$2.29K +74 +20%
MA
525
Montag & Associates
Georgia
$13.8K +$1.3K +42 +11%

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.