Ubiquiti
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.
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: 3 → 4 (+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: 350 → 384 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.5M |
| 2 |
JP Morgan Chase
New York
|
+$12.4M |
| 3 |
Goldman Sachs
New York
|
+$11.4M |
| 4 |
Barclays
London,
United Kingdom
|
+$9.95M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$756M |
| 2 |
LWM
Long Walk Management
Greenwich,
Connecticut
|
-$26.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$25.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$23.7M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$23.6M |
UI Hedge Fund Activity: Q1 2026 in Review
384 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2026, worth a combined $2.15B — up 31% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new UI positions and 44 closed out — a net gain of 43 holders — while 125 added to existing stakes and 107 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $21.5M. The largest seller was Corient Private Wealth, cutting an estimated $756M.
- 384 institutional investors held Ubiquiti (UI) as of Q1 2026, up from 350 in Q4 2025.
- Funds reported $2.15B of Ubiquiti stock for Q1 2026, up 31% quarter-over-quarter.
- 87 funds opened new Ubiquiti positions in Q1 2026 and 44 closed out, a net change of +43 holders.
- The largest Ubiquiti buyer in Q1 2026 was AQR Capital Management, an estimated $21.5M added.
- The largest Ubiquiti seller in Q1 2026 was Corient Private Wealth, an estimated $756M sold.
Based on aggregated 13F filings for Q1 2026.