Ubiquiti
319 hedge funds and large institutions have $1.3B invested in Ubiquiti in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 27 closing their positions.
141% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 27
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
45% more capital invested
Capital invested by funds: $898M → $1.3B (+$401M)
20% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 93
13% more funds holding
Funds holding: 283 → 319 (+36)
0.42% more ownership
Funds ownership: 4.79% → 5.22% (+0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Long Walk Management
Greenwich,
Connecticut
|
+$25.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$15.3M |
| 3 |
Morgan Stanley
New York
|
+$14.1M |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$14M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$15.9M |
| 2 |
SIM
SW Investment Management
Telluride,
Colorado
|
-$14.6M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$12.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.64M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$7.95M |
UI Hedge Fund Activity: Q2 2025 in Review
319 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2025, worth a combined $1.3B — up 45% from $898M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new UI positions and 27 closed out — a net gain of 38 holders — while 112 added to existing stakes and 93 trimmed.
The largest buyer was Long Walk Management, opening a new position worth an estimated $25.2M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.9M.
- 319 institutional investors held Ubiquiti (UI) as of Q2 2025, up from 283 in Q1 2025.
- Funds reported $1.3B of Ubiquiti stock for Q2 2025, up 45% quarter-over-quarter.
- 65 funds opened new Ubiquiti positions in Q2 2025 and 27 closed out, a net change of +38 holders.
- The largest Ubiquiti buyer in Q2 2025 was Long Walk Management, an estimated $25.2M added.
- The largest Ubiquiti seller in Q2 2025 was Jacobs Levy Equity Management, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2025.