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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
576
Valley Wealth Managers
New Jersey
$1.35K +$1.35K +40 New
AAG
577
Armstrong Advisory Group
Massachusetts
$1.29K +$1.29K +38 New
FCAS
578
First Command Advisory Services
Texas
$1.22K – – –
BLC
579
Brown, Lisle/Cummings
Rhode Island
$1.18K – – –
HI
580
Horizon Investments
North Carolina
$1.02K +$1.02K +30 New
WTFG
581
Wood Tarver Financial Group
Idaho
$1K – – –
HFM
582
Harvest Fund Management
China
$1K – – –
AWM
583
Abound Wealth Management
Tennessee
$947 – – –
KG
584
Kilter Group
New York
$778 +$778 +23 New
HNW
585
High Note Wealth
Minnesota
$440 – – –
MFT
586
Moisand Fitzgerald Tamayo
Florida
$305 – – –
TC
587
Truvestments Capital
Florida
$203 -$15.6K -460 -99%
TIM
588
Tortoise Investment Management
New York
$101 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
589
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$12.4M -408,401 Closed
PL
590
Parkwood LLC
Ohio
– -$5.59M -184,105 Closed
SICM
591
Sustainable Insight Capital Management
New York
– -$4.69M -154,375 Closed
ET
592
Entropy Technologies
New York
– -$4.57M -149,362 Closed
PHK
593
Point72 Hong Kong
Hong Kong
– -$3.93M -128,319 Closed
USAA
594
United Services Automobile Association
Texas
– -$3.5M -110,504 Closed
DWA
595
Dorsey Wright & Associates
California
– -$3M -98,068 Closed
APM
596
Advanced Portfolio Management
New York
– -$2.07M -67,500 Closed
MAM
597
Monaco Asset Management
Monaco
– -$1.9M -62,500 Closed
TC
598
TownSquare Capital
Utah
– -$1.43M -46,727 Closed
QCM
599
Qsemble Capital Management
New York
– -$1.35M -43,942 Closed
DWM
600
Diversify Wealth Management
Utah
– -$1.28M -41,885 Closed
22 23
24
25 26