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UBS Group

593 hedge funds and large institutions have $44.5B invested in UBS Group in 2025 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 221 reducing their positions, and 52 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: 213 | 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
593
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
AW
576
Avion Wealth
Texas
$2K
BWL
577
Bogart Wealth LLC
Virginia
$1.86K
SL
578
Salomon & Ludwin
Virginia
$1.46K
VWM
579
Valley Wealth Managers
New Jersey
$1.35K
AAG
580
Armstrong Advisory Group
Massachusetts
$1.29K
FCAS
581
First Command Advisory Services
Texas
$1.22K
BLC
582
Brown, Lisle/Cummings
Rhode Island
$1.18K
HI
583
Horizon Investments
North Carolina
$1.01K
HFM
584
Harvest Fund Management
China
$1K
WTFG
585
Wood Tarver Financial Group
Idaho
$1K
AWM
586
Abound Wealth Management
Tennessee
$947
KG
587
Kilter Group
New York
$778
HNW
588
High Note Wealth
Minnesota
$440
MFT
589
Moisand Fitzgerald Tamayo
Florida
$305
TC
590
Truvestments Capital
Florida
$203
TIM
591
Tortoise Investment Management
New York
$101
Caisse de Depot et Placement du Quebec (CDPQ)
592
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
PL
593
Parkwood LLC
Ohio
SICM
594
Sustainable Insight Capital Management
New York
ET
595
Entropy Technologies
New York
PHK
596
Point72 Hong Kong
Hong Kong
USAA
597
United Services Automobile Association
Texas
DWA
598
Dorsey Wright & Associates
California
APM
599
Advanced Portfolio Management
New York
MAM
600
Monaco Asset Management
Monaco