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UBS Group

589 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, 212 increasing their positions, 221 reducing their positions, and 51 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: 212 | 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
589
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
AAG
576
Armstrong Advisory Group
Massachusetts
$1.29K
FCAS
577
First Command Advisory Services
Texas
$1.22K
BLC
578
Brown, Lisle/Cummings
Rhode Island
$1.18K
HI
579
Horizon Investments
North Carolina
$1.01K
WTFG
580
Wood Tarver Financial Group
Idaho
$1K
HFM
581
Harvest Fund Management
China
$1K
AWM
582
Abound Wealth Management
Tennessee
$947
KG
583
Kilter Group
New York
$778
HNW
584
High Note Wealth
Minnesota
$440
MFT
585
Moisand Fitzgerald Tamayo
Florida
$305
TC
586
Truvestments Capital
Florida
$203
TIM
587
Tortoise Investment Management
New York
$101
Caisse de Depot et Placement du Quebec (CDPQ)
588
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
PL
589
Parkwood LLC
Ohio
SICM
590
Sustainable Insight Capital Management
New York
ET
591
Entropy Technologies
New York
PHK
592
Point72 Hong Kong
Hong Kong
USAA
593
United Services Automobile Association
Texas
DWA
594
Dorsey Wright & Associates
California
APM
595
Advanced Portfolio Management
New York
MAM
596
Monaco Asset Management
Monaco
TC
597
TownSquare Capital
Utah
QCM
598
Qsemble Capital Management
New York
DWM
599
Diversify Wealth Management
Utah
AI
600
AdvisorShares Investments
Maryland