345 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 110 increasing their positions, 114 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Martingale Asset Management
Massachusetts
$286K
GT
202
Greenleaf Trust
Michigan
$286K
APG
203
Abacus Planning Group
South Carolina
$285K
KAS
204
Kestra Advisory Services
Texas
$284K
SAM
205
Sagewood Asset Management
New York
$282K
WANY
206
Wealthspire Advisors (New York)
New York
$280K
NSAM
207
North Star Asset Management
Wisconsin
$277K
BF
208
bLong Financial
Tennessee
$277K
FT
209
Fiduciary Trust
Massachusetts
$277K
STA
210
Summit Trail Advisors
New York
$271K
SI
211
Stirlingshire Investments
New York
$263K
FC
212
Farringdon Capital
United Kingdom
$259K
AWM
213
Absher Wealth Management
North Carolina
$258K
Jones Financial Companies
214
Jones Financial Companies
Missouri
$241K
AIM
215
Advyzon Investment Management
Illinois
$240K
CIS
216
Custom Index Systems
New York
$239K
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$232K
CPC
218
CFC Planning Company
Indiana
$230K
GPWM
219
Grant Private Wealth Management
California
$226K
FCM
220
Fieldview Capital Management
Michigan
$226K
UCFA
221
United Capital Financial Advisors
Texas
$226K
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$224K
RA
223
Riversedge Advisors
Delaware
$224K
HGWM
224
Horst & Graben Wealth Management
Oregon
$224K
Allianz Asset Management
225
Allianz Asset Management
Germany
$224K