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Ubiquiti
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Overview Fund Activity

312 hedge funds and large institutions have $1.3B invested in Ubiquiti in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 90 reducing their positions, and 27 closing their positions.

Holders
312
Holders Change
+32
Holders Change %
+11.43%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
64
Increased
110
Reduced
90
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWM
1
Long Walk Management
Connecticut
$28.5M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$21.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.4M
4
RhumbLine Advisers
4
RhumbLine Advisers
Massachusetts
$17.6M
5
UBS Group
5
UBS Group
Switzerland
$27.3M

Top Sellers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$555K
2
SIM
2
SW Investment Management
Colorado
$103M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$31.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.06M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$86.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$1.79M 4,358 -198 -4%
AWM
77
AE Wealth Management
Kansas
$1.74M 4,217 -31 -0.7%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.62M 3,926 -159 -4%
MAM
79
Meeder Asset Management
Ohio
$1.6M 3,895 +135 +4%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.56M 3,798 -1,283 -25%
UBS AM
81
UBS AM
Illinois
$1.52M 3,704 -111 -3%
CIC
82
Carnegie Investment Counsel
Ohio
$1.52M 3,700 -150 -4%
OQS
83
Occudo Quantitative Strategies
Florida
$1.51M 3,674 +2,733 +290%
Corient Private Wealth
84
Corient Private Wealth
Florida
$1.45M 3,511 +2,839 +422%
AssetMark Inc
85
AssetMark Inc
California
$1.42M 3,455 +141 +4%
HFM
86
Harvest Fund Management
China
$1.41M 4,178 +307 +8%
DWP
87
Daymark Wealth Partners
Ohio
$1.4M 3,395 +3,395 New
IVP
88
Intrinsic Value Partners
Arizona
$1.28M 3,109 -54 -2%
BWP
89
Balboa Wealth Partners
Arizona
$1.25M 3,028 -406 -12%
VI
90
Versor Investments
New York
$1.19M 2,900 -300 -9%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.18M 2,876 -667 -19%
Norges Bank
92
Norges Bank
Norway
$1.17M 2,850 +2,850 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.11M 2,699 +166 +7%
Wells Fargo
94
Wells Fargo
California
$1.1M 2,662 -6 -0.2%
SSA
95
Schonfeld Strategic Advisors
New York
$1.09M 2,643 +2,643 New
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$1.06M 2,503 -23,732 -90%
Dimensional Fund Advisors
97
Dimensional Fund Advisors
Texas
$1.05M 2,554 -28 -1%
PAG
98
Private Advisory Group
Washington
$1.04M 2,527 +2,527 New
RL
99
Retireful LLC
Michigan
$1.03M 2,495 -1,099 -31%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$961K 2,335 – –
2 3
4
5 6