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260 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more capital invested

Capital invested by funds: $521M → $809M (+$288M)

26% more funds holding

Funds holding: 207260 (+53)

0.15% more ownership

Funds ownership: 3.89%4.03% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
260
Holders Change
+53
Holders Change %
+25.6%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
71
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Aviso Financial
Ontario, Canada
$8.3K
DIP
227
DT Investment Partners
Pennsylvania
$7.97K
AWM
228
Avior Wealth Management
Nebraska
$6.97K +$2.41K +8 +62%
VCM
229
Versant Capital Management
Arizona
$6.31K +$4.21K +14 +280%
Q1WB
230
Quest 10 Wealth Builders
Virginia
$6.31K +$5.72K +19 New
S
231
Sachetta
Massachusetts
$5.97K
IA
232
IFP Advisors
Florida
$5.31K -$17.8K -59 -79%
JWA
233
JFS Wealth Advisors
Pennsylvania
$5.31K
HWM
234
Hemington Wealth Management
Virginia
$5K -$301 -1 -5%
CFGS
235
Concourse Financial Group Securities
Alabama
$4.58K +$3.31K +11 New
PFBT
236
Parkside Financial Bank & Trust
Missouri
$4.32K
ACA
237
Atlas Capital Advisors
Wyoming
$3.98K -$5.42K -18 -60%
AS
238
Altshuler Shaham
Israel
$3.98K -$2.41K -8 -40%
W
239
WealthCollab
Washington
$3.65K +$1.81K +6 +120%
T
240
Transce3nd
Texas
$3.65K +$3.31K +11 New
PA
241
Pineridge Advisors
Missouri
$3.34K
AEPWM
242
Atlantic Edge Private Wealth Management
Florida
$3.32K
FMP
243
Financial Management Professionals
Texas
$3.32K
GRP
244
Global Retirement Partners
California
$3.32K
SS
245
Sunbelt Securities
Texas
$2.68K
EPIM
246
Evelyn Partners Investment Management
$2.32K +$2.11K +7 New
BTI
247
Blue Trust Inc
Georgia
$1.99K -$22.3K -74 -93%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$1.81K +6 New
BIA
249
Bell Investment Advisors
California
$1.66K
BGAI
250
Bruce G. Allen Investments
Colorado
$1.66K