UBS Group
UBS
692 hedge funds and large institutions have $59B invested in UBS Group in 2025 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 247 increasing their positions, 196 reducing their positions, and 48 closing their positions.
193% more call options, than puts
Call options by funds: $3.22B | Put options by funds: $1.1B
175% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 48
26% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 196
23% more funds holding in top 10
Funds holding in top 10: 22 → 27 (+5)
19% more capital invested
Capital invested by funds: $49.8B → $59B (+$9.24B)
12% more funds holding
Funds holding: 620 → 692 (+72)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$389M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$324M |
| 3 |
JP Morgan Chase
New York
|
+$227M |
| 4 |
Janus Henderson Group
London,
|
+$199M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$192M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$2.13B |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$363M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$353M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$288M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$255M |
UBS Hedge Fund Activity: Q4 2025 in Review
692 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2025, worth a combined $59B — up 19% from $49.8B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new UBS positions and 48 closed out — a net gain of 84 holders — while 247 added to existing stakes and 196 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $389M. The largest seller was Zurich Cantonal Bank, exiting entirely with an estimated $2.13B sold.
- 692 institutional investors held UBS Group (UBS) as of Q4 2025, up from 620 in Q3 2025.
- Funds reported $59B of UBS Group stock for Q4 2025, up 19% quarter-over-quarter.
- 132 funds opened new UBS Group positions in Q4 2025 and 48 closed out, a net change of +84 holders.
- The largest UBS Group buyer in Q4 2025 was Fidelity Investments, an estimated $389M added.
- The largest UBS Group seller in Q4 2025 was Zurich Cantonal Bank, an estimated $2.13B sold.
Based on aggregated 13F filings for Q4 2025.