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283 hedge funds and large institutions have $898M invested in Ubiquiti in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $809M → $898M (+$88.1M)

9% more funds holding

Funds holding: 260283 (+23)

0.76% more ownership

Funds ownership: 4.03%4.79% (+0.76%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
283
Holders Change
+23
Holders Change %
+8.85%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
105
Reduced
75
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
76
Convergence Investment Partners
Florida
$1.2M -$959K -2,712 -41%
UBS AM
77
UBS AM
Illinois
$1.18M +$132K +372 +11%
MAM
78
Meeder Asset Management
Ohio
$1.17M +$1.33M +3,760 New
Osaic Holdings
79
Osaic Holdings
Arizona
$1.16M -$979K -2,769 -43%
HF
80
HRT Financial
New York
$1.12M -$675K -1,910 -35%
RL
81
Retireful LLC
Michigan
$1.12M +$1.27M +3,594 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$1.1M +$232K +655 +23%
CIC
83
Carnegie Investment Counsel
Ohio
$1.08M
BWP
84
Balboa Wealth Partners
Arizona
$1.07M +$1.21M +3,434 New
DCM
85
DGS Capital Management
New Jersey
$1.04M +$374K +1,058 +46%
AssetMark Inc
86
AssetMark Inc
California
$1.03M +$365K +1,032 +45%
VI
87
Versor Investments
New York
$992K -$247K -700 -18%
IVP
88
Intrinsic Value Partners
Arizona
$981K -$10.6K -30 -0.9%
PI
89
PineBridge Investments
New York
$968K -$300K -849 -21%
PI
90
PGGM Investments
Netherlands
$934K
GCP
91
GSA Capital Partners
United Kingdom
$886K +$93.7K +265 +10%
ANBT
92
American National Bank & Trust
Texas
$840K -$413K -1,169 -30%
Wells Fargo
93
Wells Fargo
California
$827K -$244K -691 -21%
SO
94
STRS Ohio
Ohio
$813K +$927K +2,622 New
WIC
95
Willis Investment Counsel
Georgia
$807K -$269K -762 -23%
Dimensional Fund Advisors
96
Dimensional Fund Advisors
Texas
$801K +$59K +167 +7%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$786K +$127K +360 +17%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$724K -$177K -500 -18%
VI
99
Vestcor Inc
New Brunswick, Canada
$704K +$802K +2,270 New
SEI Investments
100
SEI Investments
Pennsylvania
$686K -$1.07M -3,021 -58%