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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
Bessemer Group
201
Bessemer Group
New Jersey
$2.29M +$123K +3,966 +6%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$2.22M -$447K -14,443 -18%
YIH
203
Y-Intercept (HK)
Hong Kong
$2.21M +$2.02M +65,204 New
TCPG
204
Trivant Custom Portfolio Group
California
$2.18M +$11.6K +374 +0.6%
CL
205
Choreo LLC
Illinois
$2.18M +$394K +12,737 +25%
IWC
206
Integrated Wealth Concepts
Massachusetts
$2.15M +$8.57K +277 +0.4%
WAAG
207
Wealth Alliance Advisory Group
Kansas
$2.14M
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2.14M +$275K +8,894 +16%
Walleye Trading
209
Walleye Trading
New York
$2.14M +$1.27M +41,126 +186%
GIM
210
Glenmede Investment Management
Pennsylvania
$2.11M +$1.93M +62,452 New
OWM
211
Orca Wealth Management
Florida
$2.07M +$35.1K +1,134 +2%
BS
212
Banco Santander
Spain
$2.07M -$1.86M -60,012 -50%
CI
213
Cigna Investments
Connecticut
$2.02M -$26.4K -854 -1%
CIS
214
Capital International Sarl
California
$2.01M
CC
215
Centiva Capital
New York
$1.97M +$1.35M +43,675 +299%
YCM
216
Yousif Capital Management
Michigan
$1.95M +$118K +3,825 +7%
AAS
217
Avantax Advisory Services
Texas
$1.94M +$250K +8,063 +16%
VT
218
Vise Technologies
New York
$1.93M +$1.77M +57,103 New
CFO
219
Callan Family Office
Pennsylvania
$1.93M +$1.06M +34,278 +151%
FFM
220
Forum Financial Management
Illinois
$1.91M -$364K -11,749 -17%
MPPW
221
Mitchell & Pahl Private Wealth
Oklahoma
$1.85M +$28.4K +919 +2%
PAS
222
Park Avenue Securities
New York
$1.84M -$112K -3,633 -6%
TPW
223
Transatlantique Private Wealth
New York
$1.82M +$350K +11,309 +27%
QI
224
Qtron Investments
Massachusetts
$1.82M
SGI
225
Summit Global Investments
Utah
$1.8M -$342K -11,049 -17%

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.