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350 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 115 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 4.69%6.72% (+2%)

4% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 115

4% less funds holding

Funds holding: 366350 (-16)

12% less capital invested

Capital invested by funds: $1.87B → $1.64B (-$230M)

13% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
350
Holders Change
-16
Holders Change %
-4.37%
% of All Funds
4.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
58
Increased
110
Reduced
115
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$296K +$48.1K +76 +17%
AIA
202
AIMZ Investment Advisors
California
$291K
MFG
203
Merit Financial Group
Georgia
$288K -$3.8K -6 -1%
MAM
204
Martingale Asset Management
Massachusetts
$286K -$3.16K -5 -1%
GT
205
Greenleaf Trust
Michigan
$286K -$25.9K -41 -7%
APG
206
Abacus Planning Group
South Carolina
$285K
KAS
207
Kestra Advisory Services
Texas
$284K +$20.9K +33 +7%
SAM
208
Sagewood Asset Management
New York
$282K +$323K +510 New
WANY
209
Wealthspire Advisors (New York)
New York
$280K +$10.1K +16 +3%
BF
210
bLong Financial
Tennessee
$277K
FT
211
Fiduciary Trust
Massachusetts
$277K
NSAM
212
North Star Asset Management
Wisconsin
$277K
STA
213
Summit Trail Advisors
New York
$271K -$24.7K -39 -7%
SI
214
Stirlingshire Investments
New York
$263K +$301K +476 New
FC
215
Farringdon Capital
United Kingdom
$259K +$296K +468 New
AWM
216
Absher Wealth Management
North Carolina
$258K -$25.3K -40 -8%
Jones Financial Companies
217
Jones Financial Companies
Missouri
$241K +$6.96K +11 +3%
AIM
218
Advyzon Investment Management
Illinois
$240K -$15.8K -25 -5%
EP
219
Essential Partners
California
$240K -$1.26K -2 -0.5%
CIS
220
Custom Index Systems
New York
$239K
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$232K +$21.5K +34 +9%
CPC
222
CFC Planning Company
Indiana
$230K +$24K +38 +10%
GPWM
223
Grant Private Wealth Management
California
$226K
FCM
224
Fieldview Capital Management
Michigan
$226K +$259K +409 New
UCFA
225
United Capital Financial Advisors
Texas
$226K -$43.6K -69 -14%