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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
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$3.32K +$3.8K +6 New
BIA
327
Bell Investment Advisors
California
$2.77K
TFA
328
Transamerica Financial Advisors
Florida
$2.22K -$1.9K -3 -43%
CA
329
Clearstead Advisors
Ohio
$2.21K -$37.3K -59 -94%
TFM
330
TFC Financial Management
Massachusetts
$2.21K
SAG
331
SageView Advisory Group
California
$2.21K +$2.53K +4 New
CA
332
CoreCap Advisors
Michigan
$2.21K -$12K -19 -83%
AP
333
Aspect Partners
Virginia
$2.21K
HFS
334
Hantz Financial Services
Michigan
$2K
WCM
335
Winthrop Capital Management
Indiana
$2K +$1.9K +3 New
AGWCA
336
Annis Gardner Whiting Capital Advisors
Florida
$1.66K
JWA
337
JFS Wealth Advisors
Pennsylvania
$1.66K
BWL
338
Bogart Wealth LLC
Virginia
$1.66K
EPIM
339
Evelyn Partners Investment Management
$1.66K
LAS
340
Lloyd Advisory Services
Georgia
$1.13K +$1.26K +2 New
BGAI
341
Bruce G. Allen Investments
Colorado
$1.11K
CT
342
Clearstead Trust
Maine
$1.11K
IPS
343
Investors Portfolio Services
Washington
$1.02K +$1.26K +2 New
AWM
344
Abound Wealth Management
Tennessee
$554
MCM
345
MV Capital Management
Maryland
$554
AF
346
Advisornet Financial
Minnesota
$553
KFAS
347
Keating Financial Advisory Services
Kansas
$553 +$633 +1 New
SWM
348
SHP Wealth Management
Massachusetts
$553 +$633 +1 New
TPCW
349
TD Private Client Wealth
New York
$553 +$633 +1 New
UB
350
UMB Bank
Missouri
$553 +$633 +1 New