349 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 115 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: $ → $

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
349
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
BIA
326
Bell Investment Advisors
California
$2.77K
TFA
327
Transamerica Financial Advisors
Florida
$2.22K
CA
328
Clearstead Advisors
Ohio
$2.21K
TFM
329
TFC Financial Management
Massachusetts
$2.21K
SAG
330
SageView Advisory Group
California
$2.21K
CA
331
CoreCap Advisors
Michigan
$2.21K
AP
332
Aspect Partners
Virginia
$2.21K
HFS
333
Hantz Financial Services
Michigan
$2K
WCM
334
Winthrop Capital Management
Indiana
$2K
JWA
335
JFS Wealth Advisors
Pennsylvania
$1.66K
AGWCA
336
Annis Gardner Whiting Capital Advisors
Florida
$1.66K
BWL
337
Bogart Wealth LLC
Virginia
$1.66K
EPIM
338
Evelyn Partners Investment Management
$1.66K
LAS
339
Lloyd Advisory Services
Georgia
$1.13K
BGAI
340
Bruce G. Allen Investments
Colorado
$1.11K
CT
341
Clearstead Trust
Maine
$1.11K
IPS
342
Investors Portfolio Services
Washington
$1.02K
MCM
343
MV Capital Management
Maryland
$554
AWM
344
Abound Wealth Management
Tennessee
$554
AF
345
Advisornet Financial
Minnesota
$553
UB
346
UMB Bank
Missouri
$553
TPCW
347
TD Private Client Wealth
New York
$553
SWM
348
SHP Wealth Management
Massachusetts
$553
KFAS
349
Keating Financial Advisory Services
Kansas
$553
RCM
350
Raleigh Capital Management
North Carolina
$23