UBS Group
UBS
597 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, 222 reducing their positions, and 53 closing their positions.
40% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 53
2% more funds holding
Funds holding: 586 → 597 (+11)
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: 222
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: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$261M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$179M |
| 3 |
CCI
Cevian Capital II
St. Helier,
Jersey
|
+$134M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$130M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$970M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$835M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$692M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$472M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$324M |
UBS Hedge Fund Activity: Q2 2025 in Review
597 of the 7,613 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: 74 funds opened new UBS positions and 53 closed out — a net gain of 21 holders — while 213 added to existing stakes and 222 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $261M. The largest seller was UBS Group, cutting an estimated $970M.
- 597 institutional investors held UBS Group (UBS) as of Q2 2025, up from 586 in Q1 2025.
- Funds reported $44.5B of UBS Group stock for Q2 2025, up 3.5% quarter-over-quarter.
- 74 funds opened new UBS Group positions in Q2 2025 and 53 closed out, a net change of +21 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.