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260 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more capital invested

Capital invested by funds: $521M → $809M (+$288M)

26% more funds holding

Funds holding: 207260 (+53)

0.15% more ownership

Funds ownership: 3.89%4.03% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
260
Holders Change
+53
Holders Change %
+25.6%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
71
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$721K +$207K +687 +46%
AllianceBernstein
102
AllianceBernstein
Tennessee
$709K -$450K -1,495 -41%
OPWM
103
Oxinas Partners Wealth Management
Indiana
$699K +$634K +2,107 New
AG
104
Algert Global
California
$683K -$518K -1,720 -46%
NL
105
NKCFO LLC
Illinois
$664K
MML Investors Services
106
MML Investors Services
Massachusetts
$631K +$128K +424 +29%
MWA
107
Medallion Wealth Advisors
Connecticut
$628K +$578K +1,920 New
CIBC Asset Management
108
CIBC Asset Management
Ontario, Canada
$618K +$28.3K +94 +5%
XT
109
XTX Topco
Cayman Islands
$589K -$98.1K -326 -16%
Aviva
110
Aviva
United Kingdom
$587K -$415K -1,377 -44%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$582K +$167K +555 +46%
EDRH
112
Edmond de Rothschild Holding
Switzerland
$564K -$241K -800 -32%
SSA
113
Sierra Summit Advisors
Nevada
$549K +$498K +1,655 New
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$538K +$490K +1,626 New
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$519K +$471K +1,565 New
APA
116
Astoria Portfolio Advisors
New York
$512K -$437K -1,450 -53%
US Bancorp
117
US Bancorp
Minnesota
$507K -$3.01K -10 -0.7%
GWMR
118
GC Wealth Management RIA
Massachusetts
$498K -$151K -500 -25%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$484K +$439K +1,459 New
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$475K -$24.7K -82 -5%
AFCM
121
Applied Finance Capital Management
Puerto Rico
$475K
AB
122
Atlas Brown
Kentucky
$451K
SYBT
123
Stock Yards Bank & Trust
Kentucky
$427K -$193K -640 -33%
BBA
124
Baader Bank Aktiengesellschaft
Germany
$422K +$382K +1,270 New
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$420K -$114K -380 -23%