We are live on ! Find out more

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
CMA
351
Cedar Mountain Advisors
Oregon
$10.3K +$8.83K +13 New
PFBT
352
Parkside Financial Bank & Trust
Missouri
$9.48K -$2.04K -3 -20%
KFAS
353
Keating Financial Advisory Services
Kansas
$9.48K +$7.47K +11 +1,100%
FMP
354
Financial Management Professionals
Texas
$7.9K
OCWP
355
Owl Creek Wealth Partners
Colorado
$7.9K +$6.79K +10 New
TFA
356
Transamerica Financial Advisors
Florida
$6.33K +$2.72K +4 +100%
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$5.53K
BWL
358
Bogart Wealth LLC
Virginia
$5.53K +$2.72K +4 +133%
KG
359
Kilter Group
New York
$4.74K
BIA
360
Bell Investment Advisors
California
$3.95K
AS
361
Altshuler Shaham
Israel
$3.95K -$1.36K -2 -29%
PWPS
362
Pinnacle Wealth Planning Services
Ohio
$3.95K -$679 -1 -17%
TFM
363
TFC Financial Management
Massachusetts
$3.16K
AP
364
Aspect Partners
Virginia
$3.16K
CA
365
CoreCap Advisors
Michigan
$3.16K
HI
366
Horizon Investments
North Carolina
$3.16K +$2.72K +4 New
TPWA
367
Twin Peaks Wealth Advisors
California
$3.16K +$2.72K +4 New
HFS
368
Hantz Financial Services
Michigan
$3K
AGWCA
369
Annis Gardner Whiting Capital Advisors
Florida
$2.37K
JWA
370
JFS Wealth Advisors
Pennsylvania
$2.37K
RS
371
Rakuten Securities
Japan
$2.37K +$2.04K +3 New
SWM
372
SHP Wealth Management
Massachusetts
$2.37K +$1.36K +2 +200%
WCM
373
Winthrop Capital Management
Indiana
$2K
BGAI
374
Bruce G. Allen Investments
Colorado
$1.58K
CT
375
Clearstead Trust
Maine
$1.58K