We are live on ! Find out more

384 hedge funds and large institutions have $2.15B invested in Ubiquiti in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 125 increasing their positions, 107 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 44

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $1.64B → $2.15B (+$508M)

17% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 107

10% more funds holding

Funds holding: 350384 (+34)

2.23% less ownership

Funds ownership: 6.72%4.49% (-2.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20.8M

Holders
384
Holders Change
+34
Holders Change %
+9.71%
% of All Funds
4.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
87
Increased
125
Reduced
107
Closed
44
Calls
Puts
$20.8M
Net Calls
-$20.8M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
151
Hanseatic Management Services
New Mexico
$891K +$766K +1,128 New
PCA
152
Pallas Capital Advisors
Massachusetts
$842K -$52.3K -77 -7%
BC
153
Burney Company
Virginia
$838K -$275K -405 -28%
APM
154
a16z Perennial Management
California
$836K
VFA
155
Valeo Financial Advisors
Indiana
$832K +$4.75K +7 +0.7%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$820K +$389K +573 +141%
PA
157
PFG Advisors
Arizona
$813K -$6.79K -10 -1%
SF
158
Summit Financial
New Jersey
$804K +$691K +1,017 New
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$797K
HH
160
Hilltop Holdings
Texas
$796K -$14.3K -21 -2%
WCM
161
Wisconsin Capital Management
Wisconsin
$790K
AAM
162
Advisors Asset Management
Colorado
$786K +$644K +949 +2,063%
PA
163
Parallel Advisors
California
$778K +$170K +250 +34%
CCM
164
Coldstream Capital Management
Washington
$747K
SPC
165
Sigma Planning Corp
Michigan
$735K +$631K +930 New
DAM
166
Delta Asset Management
Tennessee
$714K +$679 +1 +0.1%
MAM
167
Martingale Asset Management
Massachusetts
$705K +$255K +375 +73%
BCV
168
Banque Cantonale Vaudoise
Switzerland
$698K +$485K +714 +422%
OPWM
169
Oxinas Partners Wealth Management
Indiana
$692K
CL
170
Choreo LLC
Illinois
$689K -$10.9K -16 -2%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$684K +$42.1K +62 +8%
SYBT
172
Stock Yards Bank & Trust
Kentucky
$680K -$229K -338 -28%
SEI Investments
173
SEI Investments
Pennsylvania
$680K +$198K +292 +51%
SFA
174
Sequoia Financial Advisors
Ohio
$670K +$67.9K +100 +13%
WPC
175
Wedmont Private Capital
Pennsylvania
$654K +$12.9K +19 +3%