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UBS Group
UBS

Overview Fund Activity

576 hedge funds and large institutions have $38.7B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 225 increasing their positions, 189 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+10
Holders Change %
+1.77%
% 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
69
Increased
225
Reduced
189
Closed
47
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
$2.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1B
4
Deutsche Bank
Deutsche Bank
Germany
$960M
5
PIM
Platinum Investment Management
Australia
$132M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
2
Goldman Sachs
Goldman Sachs
New York
$483M
3
UBS Group
UBS Group
Switzerland
$4.51B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$16M
5
DZ Bank
DZ Bank
Germany
$676M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
576
Marshall Wace
United Kingdom
– -$54.4M -1,781,263 Closed
Optiver Holding
577
Optiver Holding
Netherlands
– -$26.2M -863,015 Closed
MWM
578
Moran Wealth Management
Florida
– -$14.9M -491,187 Closed
SAG
579
Susquehanna Advisors Group
Pennsylvania
– -$10.4M -343,700 Closed
PCM
580
Portolan Capital Management
Massachusetts
– -$9.75M -321,566 Closed
Tudor Investment Corp
581
Tudor Investment Corp
Connecticut
– -$7.84M -258,525 Closed
QOP
582
Quinn Opportunity Partners
Virginia
– -$5.26M -173,629 Closed
GJL
583
Gendell Jeffrey L
– -$2.27M -75,000 Closed
Wolverine Trading
584
Wolverine Trading
Illinois
– -$1.49M -48,769 Closed
Geode Capital Management
585
Geode Capital Management
Massachusetts
– -$1.1M -36,420 Closed
FRM
586
Fox Run Management
Connecticut
– -$873K -28,788 Closed
FHB
587
First Hawaiian Bank
Hawaii
– -$822K -27,114 Closed
Balyasny Asset Management
588
Balyasny Asset Management
Illinois
– -$822K -27,112 Closed
QT
589
Quantbot Technologies
New York
– -$772K -25,478 Closed
Verition Fund Management
590
Verition Fund Management
Connecticut
– -$696K -22,958 Closed
OQS
591
Occudo Quantitative Strategies
Florida
– -$580K -19,120 Closed
CC
592
Carlson Capital
Texas
– -$476K -15,700 Closed
SGA
593
Strategic Global Advisors
California
– -$436K -14,395 Closed
4WM
594
44 Wealth Management
Oregon
– -$377K -12,450 Closed
NVCHI
595
New Vernon Capital Holdings II
New Jersey
– -$367K -12,114 Closed
SFS
596
Sowell Financial Services
Arkansas
– -$325K -10,713 Closed
SRL
597
Scientech Research LLC
New Jersey
– -$312K -10,288 Closed
KPWS
598
Kestra Private Wealth Services
Texas
– -$263K -8,674 Closed
WI
599
WrapManager Inc
California
– -$223K -7,347 Closed
AIA
600
Angeles Investment Advisors
California
– -$213K -7,017 Closed
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