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UBS Group

596 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 53

2% more funds holding

Funds holding: 584596 (+12)

4% more capital invested

Capital invested by funds: $43B → $44.5B (+$1.51B)

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

2.81% less ownership

Funds ownership: 44.47%41.66% (-2.8%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
596
Holders Change
+12
Holders Change %
+2.05%
% of All Funds
7.85%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
75
Increased
213
Reduced
221
Closed
53
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
576
Principia Wealth Advisory
Texas
$2.33K +$2.13K +69 New
Kayne Anderson Rudnick Investment Management
577
Kayne Anderson Rudnick Investment Management
California
$2.2K
AW
578
Avion Wealth
Texas
$2K
CI
579
CX Institutional
Indiana
$2K
BWL
580
Bogart Wealth LLC
Virginia
$1.86K
SL
581
Salomon & Ludwin
Virginia
$1.46K +$1.3K +42 New
VWM
582
Valley Wealth Managers
New Jersey
$1.35K +$1.24K +40 New
AAG
583
Armstrong Advisory Group
Massachusetts
$1.29K +$1.18K +38 New
FCAS
584
First Command Advisory Services
Texas
$1.22K
BLC
585
Brown, Lisle/Cummings
Rhode Island
$1.18K
HI
586
Horizon Investments
North Carolina
$1.01K +$928 +30 New
HFM
587
Harvest Fund Management
China
$1K
WTFG
588
Wood Tarver Financial Group
Idaho
$1K
AWM
589
Abound Wealth Management
Tennessee
$947
KG
590
Kilter Group
New York
$778 +$712 +23 New
HNW
591
High Note Wealth
Minnesota
$440
MFT
592
Moisand Fitzgerald Tamayo
Florida
$305
TC
593
Truvestments Capital
Florida
$203 -$14.2K -460 -99%
TIM
594
Tortoise Investment Management
New York
$101
Caisse de Depot et Placement du Quebec (CDPQ)
595
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$12.4M -408,401 Closed
PL
596
Parkwood LLC
Ohio
-$5.59M -184,105 Closed
SICM
597
Sustainable Insight Capital Management
New York
-$4.69M -154,375 Closed
ET
598
Entropy Technologies
New York
-$4.57M -149,362 Closed
PHK
599
Point72 Hong Kong
Hong Kong
-$3.93M -128,319 Closed
USAA
600
United Services Automobile Association
Texas
-$3.5M -110,504 Closed

UBS Hedge Fund Activity: Q2 2025 in Review

596 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q2 2025, worth a combined $44.5B — up 3.5% from $43B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new UBS positions and 53 closed out — a net gain of 22 holders — while 213 added to existing stakes and 221 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.

  • 596 institutional investors held UBS Group (UBS) as of Q2 2025, up from 584 in Q1 2025.
  • Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 75 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q2 2025 was Fisher Asset Management, an estimated $261M added.
  • The largest UBS Group seller in Q2 2025 was UBS Group, an estimated $970M sold.

Based on aggregated 13F filings for Q2 2025.