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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$59.4K +$354 +1 +0.5%
TRCT
202
Tower Research Capital (TRC)
New York
$54.6K -$713K -2,018 -92%
CWM
203
Consultiva Wealth Management
Puerto Rico
$53.3K
FP
204
Financial Perspectives
Minnesota
$52.4K
MIM
205
MetLife Investment Management
New Jersey
$48.4K
SIS
206
Sound Income Strategies
Florida
$43.1K
SCM
207
Sterling Capital Management
North Carolina
$41.9K -$11.7K -33 -20%
GI
208
GAMMA Investing
California
$40.9K +$7.78K +22 +20%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$38.2K +$35.7K +101 +297%
EWA
210
EverSource Wealth Advisors
Alabama
$37.8K +$16.3K +46 +61%
VCM
211
Versant Capital Management
Arizona
$34.4K +$32.5K +92 +484%
GM
212
GeoWealth Management
Illinois
$32.9K +$11.7K +33 +45%
FFA
213
Farther Finance Advisors
California
$32.3K -$6.36K -18 -15%
BIG
214
Brooklyn Investment Group
New York
$28.8K +$14.5K +41 +79%
AF
215
Allworth Financial
California
$28.2K +$3.18K +9 +11%
HNB
216
Huntington National Bank
Ohio
$27.9K -$1.41K -4 -4%
SAM
217
Smartleaf Asset Management
Massachusetts
$27.3K +$4.24K +12 +16%
CAL
218
Capital Advisors Ltd
Ohio
$25K
PTC
219
Private Trust Company
Ohio
$24.8K
GSWM
220
Golden State Wealth Management
California
$24.8K +$28.3K +80 New
Canada Life
221
Canada Life
Manitoba, Canada
$24K +$8.13K +23 +43%
SPIA
222
Steward Partners Investment Advisory
New York
$23.6K
FHA
223
First Horizon Advisors
Tennessee
$23.3K +$4.6K +13 +21%
PWMG
224
Private Wealth Management Group
New Jersey
$23.3K
GWS
225
Greykasell Wealth Strategies
California
$21.7K +$24.7K +70 New