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350 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 4.69%6.72% (+2%)

4% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 115

4% less funds holding

Funds holding: 366350 (-16)

12% less capital invested

Capital invested by funds: $1.87B → $1.64B (-$230M)

13% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
350
Holders Change
-16
Holders Change %
-4.37%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
58
Increased
110
Reduced
115
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$111K +$75.9K +120 +150%
FFA
252
Farther Finance Advisors
California
$103K +$75.3K +119 +178%
CWM
253
Consultiva Wealth Management
Puerto Rico
$95.2K
A
254
AlphaQuest
New York
$94.1K -$58.2K -92 -35%
BCV
255
Banque Cantonale Vaudoise
Switzerland
$94K +$107K +169 New
SS
256
SBI Securities
Japan
$90.7K +$84.1K +133 +429%
GI
257
GAMMA Investing
California
$86.9K -$633 -1 -0.6%
SIS
258
Sound Income Strategies
Florida
$76.5K
HP
259
Havemeyer Place
Connecticut
$67K +$76.5K +121 New
EWA
260
EverSource Wealth Advisors
Alabama
$66.4K -$13.9K -22 -15%
FHA
261
Flagship Harbor Advisors
Massachusetts
$65.3K +$74.6K +118 New
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.2K
VCM
263
Versant Capital Management
Arizona
$63.6K
SAM
264
Smartleaf Asset Management
Massachusetts
$63.5K -$155K -245 -68%
AF
265
Allworth Financial
California
$62K +$1.26K +2 +2%
WI
266
Wahed Invest
New York
$60.9K -$3.16K -5 -4%
WETS
267
Wealth Enhancement Trust Services
South Dakota
$58.1K +$66.4K +105 New
WIM
268
Westside Investment Management
California
$57.8K
SO
269
STRS Ohio
Ohio
$55.9K
SPIA
270
Steward Partners Investment Advisory
New York
$46.2K +$13.9K +22 +36%
GWM
271
Greenline Wealth Management
Florida
$44.5K +$50.6K +80 New
Canada Pension Plan Investment Board
272
Canada Pension Plan Investment Board
Ontario, Canada
$44.3K -$75.9K -120 -60%
CAL
273
Capital Advisors Ltd
Ohio
$44K
Canada Life
274
Canada Life
Manitoba, Canada
$44K +$34.2K +54 +216%
ETC
275
Exchange Traded Concepts
Oklahoma
$42.1K