359 hedge funds and large institutions have $1.87B invested in Ubiquiti in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 94 increasing their positions, 111 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.53% less ownership

Funds ownership: 5.21%4.67% (-0.53%)

15% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 111

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$1.55M
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$1.54M
ANBT
103
American National Bank & Trust
Texas
$1.53M
RL
104
Retireful LLC
Michigan
$1.5M
CIC
105
Carnegie Investment Counsel
Ohio
$1.47M
RFG
106
Range Financial Group
Oregon
$1.47M
AWM
107
AE Wealth Management
Kansas
$1.44M
QCG
108
Quadrant Capital Group
Ohio
$1.43M
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$1.34M
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$1.31M
DAS
111
Diversify Advisory Services
Utah
$1.3M
Cerity Partners
112
Cerity Partners
New York
$1.28M
HSBC Holdings
113
HSBC Holdings
United Kingdom
$1.27M
CIBC Asset Management
114
CIBC Asset Management
Ontario, Canada
$1.26M
PSA
115
Plum Street Advisors
Louisiana
$1.24M
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$1.24M
ACI
117
Alpha Cubed Investments
California
$1.19M
PAG
118
Private Advisory Group
Washington
$1.17M
JAM
119
Jupiter Asset Management
United Kingdom
$1.13M
O
120
Ossiam
France
$1.1M
EP
121
Edgestream Partners
New Jersey
$1.07M
VCM
122
Voleon Capital Management
California
$1.06M
US Bancorp
123
US Bancorp
Minnesota
$1.05M
Corient Private Wealth
124
Corient Private Wealth
Florida
$994K
VPIM
125
Vanguard Personalized Indexing Management
California
$989K