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UBS Group

589 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
WT
551
Whittier Trust
California
$5.14K
FPF
552
First Pacific Financial
Washington
$4.8K
CFO
553
CVA Family Office
Colorado
$4.67K
OP
554
ORG Partners
Indiana
$4.56K
HAP
555
Harbor Asset Planning
Massachusetts
$4.5K
FDCP
556
Foster Dykema Cabot & Partners
Massachusetts
$4.33K
PWA
557
Physician Wealth Advisors
Utah
$4.13K
PWA
558
Provenance Wealth Advisors
Florida
$4.06K
BCMLT
559
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.85K
LI
560
LRI Investments
Florida
$3.72K
SS
561
Sunbelt Securities
Texas
$3.64K
SC
562
Stephens Consulting
Michigan
$3.48K
BOJHT
563
Bank of Jackson Hole Trust
Wyoming
$3.38K
SC
564
Swan Capital
Florida
$3.25K
M
565
MOTCO
Texas
$2.73K
BFS
566
Bare Financial Services
Pennsylvania
$2.67K
FFO
567
Fortitude Family Office
Arizona
$2.5K
KWM
568
Kiker Wealth Management
Georgia
$2.33K
PWA
569
Principia Wealth Advisory
Texas
$2.33K
Kayne Anderson Rudnick Investment Management
570
Kayne Anderson Rudnick Investment Management
California
$2.2K
CI
571
CX Institutional
Indiana
$2K
AW
572
Avion Wealth
Texas
$2K
BWL
573
Bogart Wealth LLC
Virginia
$1.86K
SL
574
Salomon & Ludwin
Virginia
$1.46K
VWM
575
Valley Wealth Managers
New Jersey
$1.35K