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283 hedge funds and large institutions have $898M invested in Ubiquiti in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

11% more capital invested

Capital invested by funds: $809M → $898M (+$88.1M)

9% more funds holding

Funds holding: 260283 (+23)

0.76% more ownership

Funds ownership: 4.03%4.79% (+0.76%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
283
Holders Change
+23
Holders Change %
+8.85%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
105
Reduced
75
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$300K
OFG
152
OmniStar Financial Group
North Carolina
$294K +$335K +947 New
DAS
153
Diversify Advisory Services
Utah
$294K +$51.6K +146 +19%
OQS
154
Occudo Quantitative Strategies
Florida
$292K -$105K -298 -24%
CL
155
Choreo LLC
Illinois
$285K +$354 +1 +0.1%
DAM
156
Delta Asset Management
Tennessee
$283K +$707 +2 +0.2%
VF
157
Vest Financial
Virginia
$266K +$304K +859 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$256K +$202K +572 +225%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$253K -$14.5K -41 -5%
SPA
160
Sherbrooke Park Advisers
New York
$252K +$287K +813 New
PCM
161
Prelude Capital Management
New York
$250K +$285K +806 New
MG
162
Marex Group
$246K +$280K +792 New
CW
163
CreativeOne Wealth
Kansas
$245K +$18K +51 +7%
ORG
164
Optimist Retirement Group
Washington
$240K +$54.4K +154 +25%
OR
165
Olympiad Research
Connecticut
$237K +$270K +765 New
VPIM
166
Vanguard Personalized Indexing Management
California
$236K +$269K +762 New
William Blair & Company
167
William Blair & Company
Illinois
$230K
PA
168
Parallel Advisors
California
$225K +$14.5K +41 +6%
PCM
169
Polymer Capital Management
New York
$224K -$41.4K -117 -14%
HH
170
Hilltop Holdings
Texas
$220K +$251K +709 New
Canada Pension Plan Investment Board
171
Canada Pension Plan Investment Board
Ontario, Canada
$217K +$247K +700 New
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$215K -$188K -531 -43%
PCA
173
Pallas Capital Advisors
Massachusetts
$212K +$241K +683 New
Corient Private Wealth
174
Corient Private Wealth
Florida
$208K +$238K +672 New
WPC
175
Wedmont Private Capital
Pennsylvania
$205K +$235K +666 New