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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$284K +$258K +856 New
QC
152
Quadrature Capital
United Kingdom
$282K +$256K +849 New
PCM
153
Polymer Capital Management
New York
$278K +$253K +839 New
DAS
154
Diversify Advisory Services
Utah
$273K +$229K +759 New
AI
155
Atria Investments
North Carolina
$272K -$37.9K -126 -13%
BHCM
156
Brevan Howard Capital Management
Jersey
$271K -$291K -965 -54%
LOAMU
157
Lombard Odier Asset Management (USA)
New York
$270K +$244K +812 New
DFCM
158
Dark Forest Capital Management
Puerto Rico
$255K +$232K +769 New
X
159
Xponance
Pennsylvania
$253K +$229K +761 New
William Blair & Company
160
William Blair & Company
Illinois
$246K +$223K +742 New
CW
161
CreativeOne Wealth
Kansas
$245K +$222K +738 New
PA
162
Pinnacle Associates
New York
$242K +$219K +729 New
PA
163
Parallel Advisors
California
$228K +$5.12K +17 +3%
BFM
164
Boothbay Fund Management
New York
$211K +$191K +636 New
ORG
165
Optimist Retirement Group
Washington
$206K +$187K +621 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$205K +$186K +618 New
AIM
167
Allen Investment Management
New York
$204K +$185K +616 New
SWP
168
Stratos Wealth Partners
Ohio
$202K +$183K +608 New
QC
169
Quent Capital
New York
$176K
Legal & General Group
170
Legal & General Group
United Kingdom
$172K -$12.9K -43 -8%
ACM
171
Aquatic Capital Management
Illinois
$152K -$675K -2,242 -83%
Citigroup
172
Citigroup
New York
$151K -$57.2K -190 -29%
PD
173
Point72 (DIFC)
United Arab Emirates
$147K +$133K +443 New
S
174
SignatureFD
Georgia
$140K +$50.9K +169 +67%
HMS
175
Hanseatic Management Services
New Mexico
$127K +$12.3K +41 +12%