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Ubiquiti
UI

Overview Fund Activity

280 hedge funds and large institutions have $895M invested in Ubiquiti in 2025 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+22
Holders Change %
+8.53%
% 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
67
Increased
103
Reduced
73
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$70.5M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$34M
3
EIP
3
Epoch Investment Partners
New York
$18.9M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$33.8M
5
AFA
5
Abacus FCF Advisors
Florida
$10.3M

Top Sellers

1
Los Angeles Capital Management
1
Los Angeles Capital Management
California
$415K
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$27.8M
3
BlackRock
3
BlackRock
New York
$89.7M
4
Millennium Management
4
Millennium Management
New York
$10.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
251
Hemington Wealth Management
Virginia
$5K – – –
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$4.65K +$2.79K +9 +150%
T
253
Transce3nd
Texas
$4.34K +$930 +3 +27%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$4.03K – – –
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$4K +$4K +12 New
AS
256
Altshuler Shaham
Israel
$3.72K – – –
AEPWM
257
Atlantic Edge Private Wealth Management
Florida
$3.1K – – –
FMP
258
Financial Management Professionals
Texas
$3.1K – – –
Bessemer Group
259
Bessemer Group
New Jersey
$3K +$3K +9 New
CFB
260
Cullen/Frost Bankers
Texas
$2.48K +$2.48K +8 New
SS
261
Sunbelt Securities
Texas
$2.48K – – –
AAP
262
Arax Advisory Partners
Colorado
$2.17K +$2.17K +7 New
SC
263
SouthState Corp
Florida
$2.17K +$2.17K +7 New
Mirae Asset Global ETFs Holdings
264
Mirae Asset Global ETFs Holdings
Hong Kong
$1.86K +$1.86K +6 New
BIA
265
Bell Investment Advisors
California
$1.55K – – –
BGAI
266
Bruce G. Allen Investments
Colorado
$1.55K – – –
NEWAS
267
N.E.W. Advisory Services
Wisconsin
$1.55K +$1.55K +5 New
LFG
268
Larson Financial Group
Missouri
$1.55K +$1.55K +5 New
TFM
269
TFC Financial Management
Massachusetts
$1.24K – – –
MCM
270
MAI Capital Management
Ohio
$1.24K – – –
TPCW
271
TD Private Client Wealth
New York
$1.24K +$1.24K +4 New
HFS
272
Hantz Financial Services
Michigan
$1K +$1K +2 New
EPIM
273
Evelyn Partners Investment Management
$929 +$929 +28 New
JWA
274
JFS Wealth Advisors
Pennsylvania
$621 -$4.35K -14 -88%
PWA
275
Principia Wealth Advisory
Texas
$621 +$621 +2 New
9 10
11
12 13