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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
M&T Bank
126
M&T Bank
New York
$10.1M +$535K +17,305 +6%
Macquarie Group
127
Macquarie Group
Australia
$9.9M +$243K +7,860 +2%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$9.76M +$8.41M +271,649 +1,602%
CGH
129
Crossmark Global Holdings
Texas
$9.41M +$258K +8,322 +3%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.06M +$8.28M +267,593 New
VPI
131
Value Partners Investments
Manitoba, Canada
$8.79M -$31.7K -1,025 -0.4%
Creative Planning
132
Creative Planning
Kansas
$8.76M -$1.22M -39,316 -13%
Fiera Capital (Canada)
133
Fiera Capital (Canada)
Quebec, Canada
$8.55M +$1.11M +35,894 +17%
LFM
134
LGT Fund Management
Liechtenstein
$8.26M -$3.02M -97,461 -29%
Assenagon Asset Management
135
Assenagon Asset Management
Luxembourg
$7.34M +$465K +15,042 +7%
PC
136
Promethos Capital
Massachusetts
$7.28M +$393K +12,710 +6%
LPL Financial
137
LPL Financial
California
$7.28M -$343K -11,096 -5%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$6.88M -$552K -17,850 -8%
JFG
139
Jefferies Financial Group
New York
$6.84M +$1.58M +50,992 +34%
First Trust Advisors
140
First Trust Advisors
Illinois
$6.75M +$93 +3 +0%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$6.45M -$1.1M -35,644 -16%
QCM
142
QRG Capital Management
Illinois
$6.36M -$598K -19,329 -9%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$6.14M +$731K +23,627 +15%
VPIM
144
Vanguard Personalized Indexing Management
California
$6.13M -$315K -10,180 -5%
Mariner
145
Mariner
Kansas
$6.12M +$139K +4,483 +3%
Cerity Partners
146
Cerity Partners
New York
$5.66M -$178K -5,761 -3%
1C
147
111 Capital
France
$5.44M +$3.64M +117,534 +272%
DK
148
DJE Kapital
Germany
$5.4M -$8.99M -290,646 -64%
RFWA
149
RPg Family Wealth Advisory
Massachusetts
$5.25M -$3.92M -126,682 -45%
PC
150
Permanens Capital
New York
$5.13M +$647K +20,899 +16%

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.