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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
DWA
601
Dorsey Wright & Associates
California
-$3M -98,068 Closed
MG
602
Marex Group
-$2.43M -79,413 Closed
APM
603
Advanced Portfolio Management
New York
-$2.07M -67,500 Closed
MAM
604
Monaco Asset Management
Monaco
-$1.9M -62,500 Closed
TC
605
TownSquare Capital
Utah
-$1.43M -46,727 Closed
QCM
606
Qsemble Capital Management
New York
-$1.35M -43,942 Closed
DWM
607
Diversify Wealth Management
Utah
-$1.28M -41,885 Closed
AI
608
AdvisorShares Investments
Maryland
-$1.06M -34,816 Closed
BAM
609
Belpointe Asset Management
Nevada
-$639K -20,850 Closed
FCA
610
Fortis Capital Advisors
Kansas
-$639K -20,850 Closed
CAM
611
CenterStar Asset Management
Illinois
-$608K -19,805 Closed
TFS
612
Thoroughbred Financial Services
Tennessee
-$489K -15,966 Closed
HT
613
HAP Trading
New York
-$463K -15,102 Closed
Parallax Volatility Advisers
614
Parallax Volatility Advisers
California
-$339K -10,940 Closed
GC
615
Guggenheim Capital
Illinois
-$331K -10,809 Closed
CA
616
Claro Advisors
Massachusetts
-$329K -10,733 Closed
CWP
617
Cyndeo Wealth Partners
Florida
-$261K -8,527 Closed
Nomura Holdings
618
Nomura Holdings
Japan
-$252K -8,220 Closed
SQA
619
Simon Quick Advisors
New Jersey
-$251K -8,210 Closed
FAIM
620
Financial Advocates Investment Management
Washington
-$232K -7,582 Closed
PCIA
621
Prime Capital Investment Advisors
Kansas
-$217K -7,100 Closed
CIA
622
Choate Investment Advisors
Massachusetts
-$216K -7,077 Closed
DC
623
Diametric Capital
Massachusetts
-$203K -6,638 Closed
CPBTD
624
Central Pacific Bank - Trust Division
Hawaii
-$202K -6,600 Closed
HCP
625
Hexagon Capital Partners
Arkansas
-$163K -5,331 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.