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384 hedge funds and large institutions have $2.15B invested in Ubiquiti in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 44

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.64B → $2.15B (+$508M)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 350384 (+34)

2.23% less ownership

Funds ownership: 6.72%4.49% (-2.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20.8M

Holders
384
Holders Change
+34
Holders Change %
+9.71%
% of All Funds
4.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
87
Increased
125
Reduced
107
Closed
44
Calls
Puts
$20.8M
Net Calls
-$20.8M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
251
Anchor Capital Advisors
Massachusetts
$281K +$242K +356 New
WIM
252
Westside Investment Management
California
$279K +$156K +230 +225%
TCWA
253
Turtle Creek Wealth Advisors
Texas
$276K +$237K +349 New
LNWTC
254
Laird Norton Wetherby Trust Company
Washington
$269K +$232K +341 New
CW
255
CreativeOne Wealth
Kansas
$269K +$231K +340 New
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$268K +$230K +339 New
EPW
257
Evolve Private Wealth
California
$264K +$227K +334 New
FRM
258
Fox Run Management
Connecticut
$263K -$153K -226 -39%
Lido Advisors
259
Lido Advisors
California
$262K +$225K +331 New
JC
260
JB Capital
Connecticut
$261K -$34.6K -51 -13%
TF
261
Trek Financial
Arizona
$261K +$224K +330 New
DOA
262
D'Orazio & Associates
Virginia
$260K +$224K +330 New
MWM
263
Moran Wealth Management
Florida
$259K +$223K +328 New
HAS
264
HBW Advisory Services
California
$258K +$222K +327 New
CPC
265
CFC Planning Company
Indiana
$258K -$60.4K -89 -21%
OL
266
one8zero8 LLC
North Carolina
$257K +$221K +325 New
BCI
267
Brinker Capital Investments
Pennsylvania
$256K -$32.6K -48 -13%
FRA
268
Frank Rimerman Advisors
California
$254K +$219K +322 New
BCM
269
Bannerstone Capital Management
Minnesota
$254K +$218K +321 New
SWM
270
SeaCrest Wealth Management
New York
$253K -$139K -205 -39%
AAP
271
Arax Advisory Partners
Colorado
$253K +$17.7K +26 +9%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$251K -$76.7K -113 -26%
MML Investors Services
273
MML Investors Services
Massachusetts
$245K +$210K +310 New
GLA
274
Great Lakes Advisors
Illinois
$245K +$210K +310 New
Wealthfront Advisers
275
Wealthfront Advisers
California
$242K +$208K +306 New