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350 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 4.69%6.72% (+2%)

4% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 115

4% less funds holding

Funds holding: 366350 (-16)

12% less capital invested

Capital invested by funds: $1.87B → $1.64B (-$230M)

13% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
350
Holders Change
-16
Holders Change %
-4.37%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
58
Increased
110
Reduced
115
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
101
Carnegie Investment Counsel
Ohio
$1.23M
IPW
102
Impact Partnership Wealth
Georgia
$1.22M +$1.4M +2,206 New
QCG
103
Quadrant Capital Group
Ohio
$1.19M -$1.9K -3 -0.1%
OQS
104
Occudo Quantitative Strategies
Florida
$1.19M -$140K -221 -9%
SWM
105
Segment Wealth Management
Texas
$1.1M -$664K -1,050 -35%
CIBC Asset Management
106
CIBC Asset Management
Ontario, Canada
$1.09M +$32.9K +52 +3%
NAM
107
NorthCrest Asset Manangement
Minnesota
$1.08M +$743K +1,174 +160%
VF
108
Vest Financial
Virginia
$1.07M +$404K +638 +49%
PSA
109
Plum Street Advisors
Louisiana
$1.04M
AllianceBernstein
110
AllianceBernstein
Tennessee
$1.02M -$2.52M -3,987 -68%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$1M -$137K -217 -11%
SG Americas Securities
112
SG Americas Securities
New York
$975K +$207K +327 +23%
APA
113
Astoria Portfolio Advisors
New York
$944K
EP
114
Edgestream Partners
New Jersey
$934K +$46.8K +74 +5%
ACI
115
Alpha Cubed Investments
California
$919K -$86K -136 -8%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$916K -$207K -328 -17%
Cerity Partners
117
Cerity Partners
New York
$904K -$195K -308 -16%
US Bancorp
118
US Bancorp
Minnesota
$889K +$15.2K +24 +2%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$852K +$152K +240 +18%
BC
120
Burney Company
Virginia
$811K +$256K +405 +38%
AB
121
Atlas Brown
Kentucky
$789K -$15.8K -25 -2%
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$780K +$52.5K +83 +6%
O
123
Ossiam
France
$766K -$175K -277 -17%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$765K -$1.9K -3 -0.2%
VPIM
125
Vanguard Personalized Indexing Management
California
$762K -$75.3K -119 -8%