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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
AF
251
Aviso Financial
Ontario, Canada
$6.2K -$1.77K -5 -20%
S
252
Sachetta
Massachusetts
$5.58K
PA
253
Pineridge Advisors
Missouri
$5.3K +$2.48K +7 +70%
HWM
254
Hemington Wealth Management
Virginia
$5K
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$4.65K +$3.18K +9 +150%
T
256
Transce3nd
Texas
$4.34K +$1.06K +3 +27%
PFBT
257
Parkside Financial Bank & Trust
Missouri
$4.03K
CI Investments Inc
258
CI Investments Inc
Ontario, Canada
$4K +$4.24K +12 New
AS
259
Altshuler Shaham
Israel
$3.72K
AEPWM
260
Atlantic Edge Private Wealth Management
Florida
$3.1K
FMP
261
Financial Management Professionals
Texas
$3.1K
Bessemer Group
262
Bessemer Group
New Jersey
$3K +$3.18K +9 New
CFB
263
Cullen/Frost Bankers
Texas
$2.48K +$2.83K +8 New
SS
264
Sunbelt Securities
Texas
$2.48K
AAP
265
Arax Advisory Partners
Colorado
$2.17K +$2.48K +7 New
SC
266
SouthState Corp
Florida
$2.17K +$2.48K +7 New
Mirae Asset Global ETFs Holdings
267
Mirae Asset Global ETFs Holdings
Hong Kong
$1.86K +$2.12K +6 New
BIA
268
Bell Investment Advisors
California
$1.55K
BGAI
269
Bruce G. Allen Investments
Colorado
$1.55K
LFG
270
Larson Financial Group
Missouri
$1.55K +$1.77K +5 New
NEWAS
271
N.E.W. Advisory Services
Wisconsin
$1.55K +$1.77K +5 New
MCM
272
MAI Capital Management
Ohio
$1.24K
TFM
273
TFC Financial Management
Massachusetts
$1.24K
TPCW
274
TD Private Client Wealth
New York
$1.24K +$1.41K +4 New
HFS
275
Hantz Financial Services
Michigan
$1K +$707 +2 New