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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
TC
601
TownSquare Capital
Utah
QCM
602
Qsemble Capital Management
New York
DWM
603
Diversify Wealth Management
Utah
AI
604
AdvisorShares Investments
Maryland
BAM
605
Belpointe Asset Management
Nevada
FCA
606
Fortis Capital Advisors
Kansas
CAM
607
CenterStar Asset Management
Illinois
TFS
608
Thoroughbred Financial Services
Tennessee
HT
609
HAP Trading
New York
Parallax Volatility Advisers
610
Parallax Volatility Advisers
California
GC
611
Guggenheim Capital
Illinois
CA
612
Claro Advisors
Massachusetts
CWP
613
Cyndeo Wealth Partners
Florida
Nomura Holdings
614
Nomura Holdings
Japan
SQA
615
Simon Quick Advisors
New Jersey
FAIM
616
Financial Advocates Investment Management
Washington
PCIA
617
Prime Capital Investment Advisors
Kansas
CIA
618
Choate Investment Advisors
Massachusetts
DC
619
Diametric Capital
Massachusetts
CPBTD
620
Central Pacific Bank - Trust Division
Hawaii
HCP
621
Hexagon Capital Partners
Arkansas
BT
622
Banque Transatlantique
France
WF
623
Wayfinding Financial
Washington
CCM
624
Cloud Capital Management
Washington
CA
625
Continuum Advisory
Idaho