We are live on ! Find out more

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
PTC
201
Private Trust Company
Ohio
$26.6K
CAL
202
Capital Advisors Ltd
Ohio
$26K
SAM
203
Smartleaf Asset Management
Massachusetts
$25.5K +$602 +2 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$25.2K
EWA
205
EverSource Wealth Advisors
Alabama
$25.2K +$4.52K +15 +25%
TWC
206
TD Waterhouse Canada
Ontario, Canada
$24.9K
PWMG
207
Private Wealth Management Group
New Jersey
$24.9K
GM
208
GeoWealth Management
Illinois
$24.2K +$1.2K +4 +6%
FHA
209
First Horizon Advisors
Tennessee
$20.6K +$602 +2 +3%
PAS
210
Point72 Asia (Singapore)
Singapore
$20K +$18.1K +60 New
Amundi
211
Amundi
France
$18.9K
NECFA
212
New England Capital Financial Advisors
Connecticut
$18.4K -$14.8K -49 -47%
C
213
Covestor
United Kingdom
$18K -$63.5K -211 -79%
Canada Life
214
Canada Life
Manitoba, Canada
$18K +$16.3K +54 New
BIG
215
Brooklyn Investment Group
New York
$17.3K +$8.43K +28 +117%
CF
216
Corebridge Financial
Texas
$16.6K -$903 -3 -6%
HI
217
Harbour Investments
Wisconsin
$14.3K
IUHSA
218
Itau Unibanco Holding S.A.
Brazil
$13.3K +$12K +40 New
TWD
219
True Wealth Design
Ohio
$12.9K -$1.81K -6 -13%
PSFG
220
Park Square Financial Group
Georgia
$12.6K +$11.4K +38 New
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$12.1K
Comerica Bank
222
Comerica Bank
Texas
$11.6K -$8.73K -29 -45%
FWM
223
FLP Wealth Management
Arkansas
$10.7K +$9.63K +32 New
SS
224
SBI Securities
Japan
$8.96K +$8.13K +27 New
VIS
225
Vega Investment Solutions
France
$8.3K +$7.53K +25 New