343 hedge funds and large institutions have $1.63B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Optima Capital
Oregon
$11.2K
AF
302
Aviso Financial
Ontario, Canada
$11.1K
GRP
303
Global Retirement Partners
California
$10.5K
S
304
Sachetta
Massachusetts
$9.96K
SIC
305
SJS Investment Consulting
Ohio
$9.96K
SL
306
Salomon & Ludwin
Virginia
$9.03K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$8.3K
DWM
308
Darwin Wealth Management
Florida
$8.3K
TAM
309
Tucker Asset Management
Colorado
$8.3K
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.19K
EW
311
Elyxium Wealth
California
$6.09K
FMP
312
Financial Management Professionals
Texas
$5.53K
AEPWM
313
Atlantic Edge Private Wealth Management
Florida
$5.53K
MCM
314
MAI Capital Management
Ohio
$5.26K
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$4.43K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$3.87K
AS
317
Altshuler Shaham
Israel
$3.87K
SEP
318
Signature Equity Partners
Ohio
$3.32K
KG
319
Kilter Group
New York
$3.32K
PWPS
320
Pinnacle Wealth Planning Services
Ohio
$3.32K
BIA
321
Bell Investment Advisors
California
$2.77K
TFA
322
Transamerica Financial Advisors
Florida
$2.22K
CA
323
Clearstead Advisors
Ohio
$2.21K
TFM
324
TFC Financial Management
Massachusetts
$2.21K
SAG
325
SageView Advisory Group
California
$2.21K