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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
GI
501
GAMMA Investing
California
$28.7K
MPW
502
MASECO Private Wealth
$28.3K
KFI
503
Key Financial Inc
Pennsylvania
$26.1K
WA
504
Whipplewood Advisors
Colorado
$24.2K
AA
505
Addison Advisors
Vermont
$24K
ST
506
Smithfield Trust
Pennsylvania
$24K
NC
507
NewSquare Capital
Pennsylvania
$23K
CYG
508
Clean Yield Group
Vermont
$20K
CIA
509
Cape Investment Advisory
Georgia
$18.9K
ZBNA
510
Zions Bancorporation, National Association
Utah
$18.6K
SIS
511
Sound Income Strategies
Florida
$18.2K
NFSG
512
Newbridge Financial Services Group
Florida
$16.9K
GCM
513
Gables Capital Management
Florida
$16.9K
CA
514
CoreCap Advisors
Michigan
$16.8K
PTC
515
Private Trust Company
Ohio
$16.5K
RWA
516
Redmont Wealth Advisors
Illinois
$16.1K
GKIM
517
GW&K Investment Management
Massachusetts
$16K
LC
518
Lavaca Capital
Texas
$15.6K
W
519
WealthCollab
Washington
$15.3K
USB
520
Union Savings Bank
Connecticut
$15.3K
MSG
521
Main Street Group
Virginia
$14.9K
PB
522
Pinnacle Bancorp
Nebraska
$14.8K
MA
523
Montag & Associates
Georgia
$13.8K
HNB
524
Huntington National Bank
Ohio
$13.4K
GBT
525
Grove Bank & Trust
Florida
$13.4K