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UBS Group
UBS

Overview Fund Activity

590 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, 213 increasing their positions, 221 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+14
Holders Change %
+2.43%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.26%
New
73
Increased
213
Reduced
221
Closed
49
Calls
$1.04B
Puts
$1.1B
Net Calls
-$53.8M
Net Calls Change
+$426M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$1.98B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$605M
3
CCI
3
Cevian Capital II
Jersey
$1.63B
4
Zurich Cantonal Bank
4
Zurich Cantonal Bank
Switzerland
$2.01B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.6B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.92B
2
Dodge & Cox
2
Dodge & Cox
California
$1.54B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B
4
DZ Bank
4
DZ Bank
Germany
$236M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
601
AdvisorShares Investments
Maryland
– -$1.06M -34,816 Closed
BAM
602
Belpointe Asset Management
Nevada
– -$639K -20,850 Closed
FCA
603
Fortis Capital Advisors
Kansas
– -$639K -20,850 Closed
CAM
604
CenterStar Asset Management
Illinois
– -$608K -19,805 Closed
TFS
605
Thoroughbred Financial Services
Tennessee
– -$489K -15,966 Closed
HT
606
HAP Trading
New York
– -$463K -15,102 Closed
Parallax Volatility Advisers
607
Parallax Volatility Advisers
California
– -$335K -10,940 Closed
GC
608
Guggenheim Capital
Illinois
– -$331K -10,809 Closed
CA
609
Claro Advisors
Massachusetts
– -$329K -10,733 Closed
CWP
610
Cyndeo Wealth Partners
Florida
– -$261K -8,527 Closed
Nomura Holdings
611
Nomura Holdings
Japan
– -$252K -8,220 Closed
FAIM
612
Financial Advocates Investment Management
Washington
– -$232K -7,582 Closed
PCIA
613
Prime Capital Investment Advisors
Kansas
– -$217K -7,100 Closed
CIA
614
Choate Investment Advisors
Massachusetts
– -$216K -7,077 Closed
DC
615
Diametric Capital
Massachusetts
– -$203K -6,638 Closed
CPBTD
616
Central Pacific Bank - Trust Division
Hawaii
– -$202K -6,600 Closed
HCP
617
Hexagon Capital Partners
Arkansas
– -$163K -5,331 Closed
WF
618
Wayfinding Financial
Washington
– -$100K -3,292 Closed
CCM
619
Cloud Capital Management
Washington
– -$82K -2,690 Closed
CA
620
Continuum Advisory
Idaho
– -$55.9K -1,826 Closed
MG
621
Mather Group
Illinois
– -$49.9K -1,630 Closed
RS
622
Rakuten Securities
Japan
– -$44.9K -1,466 Closed
WT
623
Washington Trust
Rhode Island
– -$42.1K -1,374 Closed
QL
624
Quarry LP
New York
– -$37K -1,218 Closed
CHC
625
City Holding Co
West Virginia
– -$25.3K -827 Closed
22 23 24
25
26