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
RFP
376
Root Financial Partners
California
$1.58K +$1.36K +2 New
IPS
377
Investors Portfolio Services
Washington
$1.35K
EWP
378
Elevation Wealth Partners
California
$791 +$679 +1 New
JWM
379
JPL Wealth Management
Colorado
$791 +$679 +1 New
SEP
380
Signature Equity Partners
Ohio
$790 -$3.4K -5 -83%
AF
381
Advisornet Financial
Minnesota
$790
UB
382
UMB Bank
Missouri
$790
CFD
383
Creative Financial Designs
Indiana
$790 +$679 +1 New
HFS
384
Hughes Financial Services
Virginia
$790 +$679 +1 New
RCM
385
Raleigh Capital Management
North Carolina
$32
Norges Bank
386
Norges Bank
Norway
-$28.5M -51,554 Closed
LCM
387
Logan Capital Management
Pennsylvania
-$19.7M -28,943 Closed
Millennium Management
388
Millennium Management
New York
-$6.68M -12,079 Closed
IAA
389
Independent Advisor Alliance
North Carolina
-$5.97M -10,795 Closed
FA
390
Faithward Advisors
Pennsylvania
-$4.75M -8,590 Closed
LJCM
391
Lee Johnson Capital Management
Texas
-$4.68M -8,451 Closed
HF
392
HRT Financial
New York
-$3.71M -6,713 Closed
Verition Fund Management
393
Verition Fund Management
Connecticut
-$2.81M -5,079 Closed
HFM
394
Harvest Fund Management
China
-$1.28M -3,866 Closed
DFCM
395
Dark Forest Capital Management
Puerto Rico
-$1.59M -2,877 Closed
DAS
396
Diversify Advisory Services
Utah
-$1.28M -2,323 Closed
Point72 Asset Management
397
Point72 Asset Management
Connecticut
-$1.27M -2,296 Closed
IPW
398
Impact Partnership Wealth
Georgia
-$1.22M -2,206 Closed
EP
399
Edgestream Partners
New Jersey
-$934K -1,687 Closed
VF
400
Virtu Financial
New York
-$597K -1,079 Closed