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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
Citigroup
26
Citigroup
New York
$15.4M +$8.32M +13,157 +90%
CAM
27
Claret Asset Management
Quebec, Canada
$13.9M -$233K -369 -1%
JP Morgan Chase
28
JP Morgan Chase
New York
$13.8M +$5.71M +9,034 +57%
Ameriprise
29
Ameriprise
Minnesota
$11.6M +$120K +189 +0.9%
N
30
Nuveen
North Carolina
$11.3M -$2.37M -3,744 -16%
SIC
31
Salem Investment Counselors
North Carolina
$11.1M -$15.8K -25 -0.1%
Treasurer of the State of North Carolina
32
Treasurer of the State of North Carolina
North Carolina
$10.9M +$3M +4,743 +32%
NA
33
Navellier & Associates
Nevada
$10.8M +$6.46M +10,207 +109%
Charles Schwab
34
Charles Schwab
California
$10.8M -$322K -509 -3%
Citadel Advisors
35
Citadel Advisors
Florida
$9.96M +$3.56M +5,626 +45%
UBS Group
36
UBS Group
Switzerland
$9.62M -$10.4M -16,476 -49%
Franklin Resources
37
Franklin Resources
California
$9.05M +$2.92M +4,615 +39%
OC
38
Oppenheimer & Co
New York
$8.32M -$145K -229 -1%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$7.73M +$5.79M +9,152 +1,067%
QCM
40
Quantinno Capital Management
New York
$6.71M +$1.47M +2,321 +24%
Millennium Management
41
Millennium Management
New York
$6.68M +$6.85M +10,823 +862%
LIM
42
Lagoda Investment Management
New York
$6.54M -$1.14M -1,795 -13%
Bank of America
43
Bank of America
North Carolina
$6.22M -$1.19M -1,884 -14%
IAA
44
Independent Advisor Alliance
North Carolina
$5.97M +$6.83M +10,795 New
Jane Street
45
Jane Street
New York
$5.73M +$2.69M +4,253 +70%
Barclays
46
Barclays
United Kingdom
$5.61M -$559K -883 -8%
ACM
47
Aquatic Capital Management
Illinois
$5.59M +$1.28M +2,023 +25%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.52M -$3.5M -5,527 -36%
CIA
49
Concurrent Investment Advisors
Florida
$5.37M +$6.14M +9,709 New
ZIM
50
Zacks Investment Management
Illinois
$5.26M -$74K -117 -1%