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UBS Group
UBS

584 hedge funds and large institutions have $43B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

17% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 193

2% more funds holding

Funds holding: 571 → 584 (+13)

0.41% more ownership

Funds ownership: 44.06% → 44.47% (+0.41%)

0% more capital invested

Capital invested by funds: $43B → $43B (+$22.3M)

34% less call options, than puts

Call options by funds: $918M | Put options by funds: $1.4B

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
71
Increased
225
Reduced
193
Closed
49
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$514M
3
JP Morgan Chase
JP Morgan Chase
New York
+$207M
4
Deutsche Bank
Deutsche Bank
Germany
+$145M
5
PIM
Platinum Investment Management
Australia
+$145M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.44B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$226M
3
Goldman Sachs
Goldman Sachs
New York
-$223M
4
UBS Group
UBS Group
Switzerland
-$211M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
551
SouthState Corp
Florida
$4.59K +$5K +150 New
FPF
552
First Pacific Financial
Washington
$4.35K +$4.74K +142 New
CFO
553
CVA Family Office
Colorado
$4.23K – – –
BI
554
Binnacle Investments
Iowa
$4.2K +$4.57K +137 New
DF
555
DecisionPoint Financial
Arizona
$4.17K – – –
FDCP
556
Foster Dykema Cabot & Partners
Massachusetts
$3.92K – – –
PWA
557
Provenance Wealth Advisors
Florida
$3.68K – – –
SS
558
Sunbelt Securities
Texas
$3.68K – – –
BOJHT
559
Bank of Jackson Hole Trust
Wyoming
$3.42K – – –
BCMLT
560
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.4K – – –
FFO
561
Fortitude Family Office
Arizona
$2.27K – – –
KWM
562
Kiker Wealth Management
Georgia
$2.11K +$2.3K +69 New
CI
563
CX Institutional
Indiana
$2K +$1.67K +50 New
Kayne Anderson Rudnick Investment Management
564
Kayne Anderson Rudnick Investment Management
California
$1.99K – – –
OP
565
ORG Partners
Indiana
$1.82K +$2K +60 New
PWA
566
Physician Wealth Advisors
Utah
$1.78K – – –
BWL
567
Bogart Wealth LLC
Virginia
$1.69K +$233 +7 +15%
AF
568
Advisornet Financial
Minnesota
$1.44K -$3.33K -100 -68%
MFS
569
Mattson Financial Services
Michigan
$1.23K +$1.33K +40 New
FCAS
570
First Command Advisory Services
Texas
$1.09K +$1.2K +36 New
BLC
571
Brown, Lisle/Cummings
Rhode Island
$1.07K +$1.17K +35 New
AW
572
Avion Wealth
Texas
$1K – – –
HFM
573
Harvest Fund Management
China
$1K – – –
WTFG
574
Wood Tarver Financial Group
Idaho
$981 – – –
AWM
575
Abound Wealth Management
Tennessee
$858 -$634 -19 -40%
21 22
23
24 25

UBS Hedge Fund Activity: Q1 2025 in Review

584 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2025, worth a combined $43B — up 0.05% from $43B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UBS positions and 49 closed out — a net gain of 22 holders — while 225 added to existing stakes and 193 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.53B. The largest seller was Norges Bank, cutting an estimated $1.44B.

  • 584 institutional investors held UBS Group (UBS) as of Q1 2025, up from 571 in Q4 2024.
  • Funds reported $43B of UBS Group stock for Q1 2025, up 0.05% quarter-over-quarter.
  • 71 funds opened new UBS Group positions in Q1 2025 and 49 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q1 2025 was Fisher Asset Management, an estimated $1.53B added.
  • The largest UBS Group seller in Q1 2025 was Norges Bank, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2025.