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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
TI
376
Tidal Investments
Wisconsin
-$579K -876 Closed
PAM
377
Panagora Asset Management
Massachusetts
-$550K -833 Closed
WMA
378
West Michigan Advisors
Michigan
-$521K -788 Closed
SW
379
SMART Wealth
Nebraska
-$518K -784 Closed
CMF
380
Counterpoint Mutual Funds
California
-$490K -742 Closed
DA
381
Denali Advisors
California
-$462K -700 Closed
WI
382
WBI Investments
New Jersey
-$442K -670 Closed
PCP
383
Perbak Capital Partners
United Kingdom
-$421K -637 Closed
PAG
384
Private Advisor Group
New Jersey
-$408K -618 Closed
AIM
385
Allen Investment Management
New York
-$407K -616 Closed
RF
386
RHS Financial
California
-$406K -614 Closed
CIBC World Market
387
CIBC World Market
Ontario, Canada
-$371K -562 Closed
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
-$335K -510 Closed
MWM
389
Moran Wealth Management
Florida
-$320K -485 Closed
FC
390
FORA Capital
Florida
-$308K -466 Closed
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
-$277K -420 Closed
BCM
392
Bayesian Capital Management
New York
-$269K -407 Closed
TCM
393
TABR Capital Management
California
-$256K -389 Closed
CCM
394
Conway Capital Management
California
-$241K -365 Closed
ACA
395
Anchor Capital Advisors
Massachusetts
-$235K -356 Closed
DOA
396
D'Orazio & Associates
Virginia
-$234K -353 Closed
TCWA
397
Turtle Creek Wealth Advisors
Texas
-$231K -349 Closed
NFSG
398
Newbridge Financial Services Group
Florida
-$227K -344 Closed
HAS
399
HBW Advisory Services
California
-$215K -326 Closed
OL
400
one8zero8 LLC
North Carolina
-$215K -325 Closed