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283 hedge funds and large institutions have $898M invested in Ubiquiti in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $809M → $898M (+$88.1M)

9% more funds holding

Funds holding: 260283 (+23)

0.76% more ownership

Funds ownership: 4.03%4.79% (+0.76%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
283
Holders Change
+23
Holders Change %
+8.85%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
105
Reduced
75
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$19.6K -$4.24K -12 -16%
CCM
227
Coldstream Capital Management
Washington
$18K +$20.5K +58 New
ETC
228
Exchange Traded Concepts
Oklahoma
$18K +$20.5K +58 New
NECFA
229
New England Capital Financial Advisors
Connecticut
$17.3K
SS
230
SBI Securities
Japan
$17.1K +$9.9K +28 +104%
NA
231
NewEdge Advisors
Louisiana
$15.5K +$17.7K +50 New
Amundi
232
Amundi
France
$15.4K
CF
233
Corebridge Financial
Texas
$14.9K -$707 -2 -4%
W
234
WealthCollab
Washington
$13.6K +$11.7K +33 +300%
SW
235
SVB Wealth
Massachusetts
$13K +$14.8K +42 New
HI
236
Harbour Investments
Wisconsin
$12.7K -$707 -2 -5%
C
237
Covestor
United Kingdom
$12K -$6.36K -18 -33%
PSFG
238
Park Square Financial Group
Georgia
$11.8K
IUHSA
239
Itau Unibanco Holding S.A.
Brazil
$11K -$1.41K -4 -10%
Comerica Bank
240
Comerica Bank
Texas
$10.7K -$354 -1 -3%
CFO
241
CVA Family Office
Colorado
$10.2K +$11.7K +33 New
TWD
242
True Wealth Design
Ohio
$9.93K -$2.48K -7 -18%
Q1WB
243
Quest 10 Wealth Builders
Virginia
$8.37K +$2.83K +8 +42%
AAM
244
Advisors Asset Management
Colorado
$8.37K +$9.54K +27 New
VIS
245
Vega Investment Solutions
France
$8.16K
CA
246
Clearstead Advisors
Ohio
$8.06K +$9.19K +26 New
ACA
247
Atlas Capital Advisors
Wyoming
$7.75K +$4.6K +13 +108%
DIP
248
DT Investment Partners
Pennsylvania
$7.44K
WA
249
WPG Advisers
Maryland
$6.51K +$7.42K +21 New
BTI
250
Blue Trust Inc
Georgia
$6.2K +$4.95K +14 +233%