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319 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, 112 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more capital invested

Capital invested by funds: $898M → $1.3B (+$401M)

20% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 93

13% more funds holding

Funds holding: 283319 (+36)

0.42% more ownership

Funds ownership: 4.79%5.22% (+0.42%)

Holders
319
Holders Change
+36
Holders Change %
+12.72%
% of All Funds
4.2%
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
112
Reduced
93
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$1.79M -$72.1K -198 -4%
AWM
77
AE Wealth Management
Kansas
$1.74M -$11.3K -31 -0.7%
DCM
78
DGS Capital Management
New Jersey
$1.67M +$254K +697 +21%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$1.62M -$57.9K -159 -4%
MAM
80
Meeder Asset Management
Ohio
$1.6M +$49.2K +135 +4%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.56M -$467K -1,283 -25%
UBS AM
82
UBS AM
Illinois
$1.52M -$40.4K -111 -3%
CIC
83
Carnegie Investment Counsel
Ohio
$1.52M -$54.6K -150 -4%
OQS
84
Occudo Quantitative Strategies
Florida
$1.51M +$995K +2,733 +290%
AssetMark Inc
85
AssetMark Inc
California
$1.42M +$51.3K +141 +4%
HFM
86
Harvest Fund Management
China
$1.41M +$112K +307 +8%
DWP
87
Daymark Wealth Partners
Ohio
$1.4M +$1.24M +3,395 New
IVP
88
Intrinsic Value Partners
Arizona
$1.28M -$19.7K -54 -2%
BWP
89
Balboa Wealth Partners
Arizona
$1.25M -$148K -406 -12%
VI
90
Versor Investments
New York
$1.19M -$109K -300 -9%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.18M -$243K -667 -19%
Norges Bank
92
Norges Bank
Norway
$1.17M +$480K +1,319 +86%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$60.4K +166 +7%
Wells Fargo
94
Wells Fargo
California
$1.1M -$2.19K -6 -0.2%
SSA
95
Schonfeld Strategic Advisors
New York
$1.09M +$962K +2,643 New
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$1.06M -$8.64M -23,732 -90%
Dimensional Fund Advisors
97
Dimensional Fund Advisors
Texas
$1.05M -$10.2K -28 -1%
PAG
98
Private Advisory Group
Washington
$1.04M +$920K +2,527 New
RL
99
Retireful LLC
Michigan
$1.03M -$400K -1,099 -31%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$961K

UI Hedge Fund Activity: Q2 2025 in Review

319 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2025, worth a combined $1.3B — up 45% from $898M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UI positions and 27 closed out — a net gain of 38 holders — while 112 added to existing stakes and 93 trimmed.

The largest buyer was Long Walk Management, opening a new position worth an estimated $25.2M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $15.9M.

  • 319 institutional investors held Ubiquiti (UI) as of Q2 2025, up from 283 in Q1 2025.
  • Funds reported $1.3B of Ubiquiti stock for Q2 2025, up 45% quarter-over-quarter.
  • 65 funds opened new Ubiquiti positions in Q2 2025 and 27 closed out, a net change of +38 holders.
  • The largest Ubiquiti buyer in Q2 2025 was Long Walk Management, an estimated $25.2M added.
  • The largest Ubiquiti seller in Q2 2025 was Jacobs Levy Equity Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2025.