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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$90.5M +$23.8M +768,473 +40%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$89.2M -$368K -11,895 -0.4%
Viking Global Investors
53
Viking Global Investors
Connecticut
$87.3M +$79.8M +2,580,412 New
Renaissance Technologies
54
Renaissance Technologies
New York
$83.8M +$42.9M +1,386,500 +127%
MCM
55
Moore Capital Management
New York
$83.4M +$31.7M +1,023,375 +71%
AP
56
Antipodes Partners
Australia
$82M -$7.8M -252,060 -9%
BTCPP
57
Border to Coast Pensions Partnership
United Kingdom
$77.8M +$6.71M +217,000 +10%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.3M -$11.3M -364,273 -14%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$72.3M +$441K +14,256 +0.7%
LIP
60
Liontrust Investment Partners
United Kingdom
$71.8M +$65.9M +2,128,894 New
Jane Street
61
Jane Street
New York
$70.9M +$47.8M +1,544,310 +280%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$67.5M +$685K +22,121 +1%
PCM
63
Patient Capital Management
Maryland
$65.5M -$3.26M -105,414 -5%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$64.3M +$1.35M +43,742 +2%
Korea Investment Corp
65
Korea Investment Corp
South Korea
$60.8M -$15.7M -507,212 -22%
JSSH
66
J. Safra Sarasin Holding
$59.6M -$7.91M -255,545 -13%
BIP
67
Brandes Investment Partners
California
$59.3M +$5.6M +180,965 +12%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$58M +$4.95M +160,119 +10%
Invesco
69
Invesco
Georgia
$55.3M -$11M -354,756 -18%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$55.1M -$2.73M -88,116 -5%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$54.9M +$30.8M +996,358 +159%
AAB
72
ABN AMRO Bank
Netherlands
$53.3M +$1.7M +55,025 +4%
GAM
73
Generali Asset Management
Italy
$52.5M +$12.3M +396,741 +25%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M -$526K -17,005 -1%
LF
75
Lansforsakringar Fondforvaltning
Sweden
$43.5M +$3.38M +109,073 +9%

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.