343 hedge funds and large institutions have $1.63B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 109 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: $ → $

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
343
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
GT
201
Greenleaf Trust
Michigan
$286K
APG
202
Abacus Planning Group
South Carolina
$285K
KAS
203
Kestra Advisory Services
Texas
$284K
SAM
204
Sagewood Asset Management
New York
$282K
WANY
205
Wealthspire Advisors (New York)
New York
$280K
NSAM
206
North Star Asset Management
Wisconsin
$277K
BF
207
bLong Financial
Tennessee
$277K
FT
208
Fiduciary Trust
Massachusetts
$277K
STA
209
Summit Trail Advisors
New York
$271K
SI
210
Stirlingshire Investments
New York
$263K
FC
211
Farringdon Capital
United Kingdom
$259K
AWM
212
Absher Wealth Management
North Carolina
$258K
Jones Financial Companies
213
Jones Financial Companies
Missouri
$241K
AIM
214
Advyzon Investment Management
Illinois
$240K
CIS
215
Custom Index Systems
New York
$239K
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$232K
CPC
217
CFC Planning Company
Indiana
$230K
GPWM
218
Grant Private Wealth Management
California
$226K
FCM
219
Fieldview Capital Management
Michigan
$226K
UCFA
220
United Capital Financial Advisors
Texas
$226K
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$224K
RA
222
Riversedge Advisors
Delaware
$224K
HGWM
223
Horst & Graben Wealth Management
Oregon
$224K
Allianz Asset Management
224
Allianz Asset Management
Germany
$224K
ECM
225
Evergreen Capital Management
Washington
$222K