UBS Group
UBS
622 hedge funds and large institutions have $49.8B invested in UBS Group in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 241 increasing their positions, 192 reducing their positions, and 59 closing their positions.
51% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 59
26% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 192
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
4% more funds holding
Funds holding: 599 → 622 (+23)
3.09% less ownership
Funds ownership: 41.49% → 38.41% (-3.1%)
20% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.31B
35% less capital inflows, than outflows
Capital inflows: $6.22B | Capital outflows: $9.54B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.78B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$643M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$593M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$521M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$408M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$2.73B |
| 2 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$263M |
| 3 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
-$218M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$139M |
| 5 |
Axa
Paris,
France
|
-$122M |
UBS Hedge Fund Activity: Q3 2025 in Review
622 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q3 2025, worth a combined $49.8B — up 12% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new UBS positions and 59 closed out — a net gain of 30 holders — while 241 added to existing stakes and 192 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.78B. The largest seller was UBS AM, cutting an estimated $2.73B.
- 622 institutional investors held UBS Group (UBS) as of Q3 2025, up from 599 in Q2 2025.
- Funds reported $49.8B of UBS Group stock for Q3 2025, up 12% quarter-over-quarter.
- 89 funds opened new UBS Group positions in Q3 2025 and 59 closed out, a net change of +30 holders.
- The largest UBS Group buyer in Q3 2025 was Wellington Management Group, an estimated $1.78B added.
- The largest UBS Group seller in Q3 2025 was UBS AM, an estimated $2.73B sold.
Based on aggregated 13F filings for Q3 2025.