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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
BFS
576
Bare Financial Services
Pennsylvania
$613 +$667 +20 New
HNW
577
High Note Wealth
Minnesota
$398 – – –
CAIM
578
Catherine Avery Investment Management
Florida
$306 – – –
MFT
579
Moisand Fitzgerald Tamayo
Florida
$276 – – –
HHGA
580
Halbert Hargrove Global Advisors
California
$246 +$267 +8 New
TIM
581
Tortoise Investment Management
New York
$92 – – –
LIP
582
Liontrust Investment Partners
United Kingdom
– -$80M -2,615,450 Closed
Marshall Wace
583
Marshall Wace
United Kingdom
– -$54.4M -1,781,263 Closed
Optiver Holding
584
Optiver Holding
Netherlands
– -$28.8M -863,015 Closed
MWM
585
Moran Wealth Management
Florida
– -$14.9M -491,187 Closed
SAG
586
Susquehanna Advisors Group
Pennsylvania
– -$10.4M -343,700 Closed
PCM
587
Portolan Capital Management
Massachusetts
– -$9.75M -321,566 Closed
Tudor Investment Corp
588
Tudor Investment Corp
Connecticut
– -$7.84M -258,525 Closed
QOP
589
Quinn Opportunity Partners
Virginia
– -$5.26M -173,629 Closed
GJL
590
Gendell Jeffrey L
– -$2.27M -75,000 Closed
Wolverine Trading
591
Wolverine Trading
Illinois
– -$1.63M -48,769 Closed
Geode Capital Management
592
Geode Capital Management
Massachusetts
– -$1.1M -36,420 Closed
FRM
593
Fox Run Management
Connecticut
– -$873K -28,788 Closed
FHB
594
First Hawaiian Bank
Hawaii
– -$822K -27,114 Closed
Balyasny Asset Management
595
Balyasny Asset Management
Illinois
– -$904K -27,112 Closed
QT
596
Quantbot Technologies
New York
– -$772K -25,478 Closed
Verition Fund Management
597
Verition Fund Management
Connecticut
– -$696K -22,958 Closed
OQS
598
Occudo Quantitative Strategies
Florida
– -$580K -19,120 Closed
CC
599
Carlson Capital
Texas
– -$476K -15,700 Closed
SGA
600
Strategic Global Advisors
California
– -$436K -14,395 Closed
22 23
24
25 26

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.