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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
CCM
551
Copeland Capital Management
Pennsylvania
$5.78K
OLVIG
552
Oliver Lagore Vanvalin Investment Group
Michigan
$5.51K
SC
553
SouthState Corp
Florida
$5.34K
SO
554
Sierra Ocean
California
$5.28K
WT
555
Whittier Trust
California
$5.14K
FPF
556
First Pacific Financial
Washington
$4.8K
CFO
557
CVA Family Office
Colorado
$4.67K
OP
558
ORG Partners
Indiana
$4.56K
HAP
559
Harbor Asset Planning
Massachusetts
$4.5K
FDCP
560
Foster Dykema Cabot & Partners
Massachusetts
$4.33K
PWA
561
Physician Wealth Advisors
Utah
$4.13K
PWA
562
Provenance Wealth Advisors
Florida
$4.06K
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K
LI
564
LRI Investments
Florida
$3.72K
SS
565
Sunbelt Securities
Texas
$3.64K
SC
566
Stephens Consulting
Michigan
$3.48K
BOJHT
567
Bank of Jackson Hole Trust
Wyoming
$3.38K
SC
568
Swan Capital
Florida
$3.25K
M
569
MOTCO
Texas
$2.73K
BFS
570
Bare Financial Services
Pennsylvania
$2.67K
FFO
571
Fortitude Family Office
Arizona
$2.5K
KWM
572
Kiker Wealth Management
Georgia
$2.33K
PWA
573
Principia Wealth Advisory
Texas
$2.33K
Kayne Anderson Rudnick Investment Management
574
Kayne Anderson Rudnick Investment Management
California
$2.2K
CI
575
CX Institutional
Indiana
$2K