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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
WCM
151
Wisconsin Capital Management
Wisconsin
$553K +$633K +1,000 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$552K -$67.1K -106 -10%
MFAM
153
Motley Fool Asset Management
Virginia
$541K -$5.69K -9 -0.9%
XT
154
XTX Topco
Cayman Islands
$540K +$617K +975 New
Aviva
155
Aviva
United Kingdom
$532K +$45.5K +72 +8%
BFM
156
Boothbay Fund Management
New York
$527K +$93.6K +148 +18%
CCM
157
Coldstream Capital Management
Washington
$523K +$1.9K +3 +0.3%
BWM
158
Baron Wealth Management
Michigan
$519K -$5.69K -9 -1%
SSA
159
Schonfeld Strategic Advisors
New York
$509K -$1.71M -2,701 -75%
ECSS
160
Eurizon Capital SGR SpA
$502K +$574K +908 New
DAM
161
Delta Asset Management
Tennessee
$500K +$633 +1 +0.1%
CL
162
Choreo LLC
Illinois
$499K -$1.26K -2 -0.2%
HHGC
163
Hunting Hill Global Capital
New York
$494K +$565K +893 New
Osaic Holdings
164
Osaic Holdings
Arizona
$487K -$63.9K -101 -10%
LIP
165
Lighthouse Investment Partners
Florida
$485K +$554K +876 New
OPWM
166
Oxinas Partners Wealth Management
Indiana
$484K +$63.3K +100 +13%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$463K -$218K -344 -29%
WP
168
Woodline Partners
California
$451K +$516K +815 New
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$447K -$101K -160 -17%
ASN
170
Advisory Services Network
Georgia
$446K +$5.06K +8 +1%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$445K +$187K +295 +58%
ORG
172
Optimist Retirement Group
Washington
$443K
MAM
173
Milestone Asset Management
Pennsylvania
$427K -$223K -353 -31%
JF
174
JMN Financial
Ohio
$421K +$481K +760 New
AA
175
ALPS Advisors
Colorado
$419K +$5.06K +8 +1%