315 hedge funds and large institutions have $1.3B invested in Ubiquiti in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+35
Holders Change %
+12.5%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
65
Increased
111
Reduced
91
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JF
76
Jump Financial
Illinois
$1.82M +$1.82M +4,418 New
Creative Planning
77
Creative Planning
Kansas
$1.79M -$81.5K -198 -4%
AWM
78
AE Wealth Management
Kansas
$1.74M -$12.8K -31 -0.7%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.62M -$65.5K -159 -4%
MAM
80
Meeder Asset Management
Ohio
$1.6M +$55.6K +135 +4%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.56M -$528K -1,283 -25%
UBS AM
82
UBS AM
Illinois
$1.52M -$45.7K -111 -3%
CIC
83
Carnegie Investment Counsel
Ohio
$1.52M -$61.7K -150 -4%
OQS
84
Occudo Quantitative Strategies
Florida
$1.51M +$1.13M +2,733 +290%
Corient Private Wealth
85
Corient Private Wealth
Florida
$1.45M +$1.17M +2,839 +422%
AssetMark Inc
86
AssetMark Inc
California
$1.42M +$58K +141 +4%
HFM
87
Harvest Fund Management
China
$1.41M +$104K +307 +8%
DWP
88
Daymark Wealth Partners
Ohio
$1.4M +$1.4M +3,395 New
IVP
89
Intrinsic Value Partners
Arizona
$1.28M -$22.2K -54 -2%
BWP
90
Balboa Wealth Partners
Arizona
$1.25M -$167K -406 -12%
VI
91
Versor Investments
New York
$1.19M -$123K -300 -9%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.18M -$275K -667 -19%
Norges Bank
93
Norges Bank
Norway
$1.17M +$1.17M +2,850 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$68.3K +166 +7%
Wells Fargo
95
Wells Fargo
California
$1.1M -$2.47K -6 -0.2%
SSA
96
Schonfeld Strategic Advisors
New York
$1.09M +$1.09M +2,643 New
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$10.1M -23,732 -90%
Dimensional Fund Advisors
98
Dimensional Fund Advisors
Texas
$1.05M -$11.5K -28 -1%
PAG
99
Private Advisory Group
Washington
$1.04M +$1.04M +2,527 New
RL
100
Retireful LLC
Michigan
$1.03M -$452K -1,099 -31%