349 hedge funds and large institutions have $1.64B invested in Ubiquiti in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 115 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: $ → $

15% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
349
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
SWM
201
SeaCrest Wealth Management
New York
$296K
AIA
202
AIMZ Investment Advisors
California
$291K
MFG
203
Merit Financial Group
Georgia
$288K
MAM
204
Martingale Asset Management
Massachusetts
$286K
GT
205
Greenleaf Trust
Michigan
$286K
APG
206
Abacus Planning Group
South Carolina
$285K
KAS
207
Kestra Advisory Services
Texas
$284K
SAM
208
Sagewood Asset Management
New York
$282K
WANY
209
Wealthspire Advisors (New York)
New York
$280K
FT
210
Fiduciary Trust
Massachusetts
$277K
NSAM
211
North Star Asset Management
Wisconsin
$277K
BF
212
bLong Financial
Tennessee
$277K
STA
213
Summit Trail Advisors
New York
$271K
SI
214
Stirlingshire Investments
New York
$263K
FC
215
Farringdon Capital
United Kingdom
$259K
AWM
216
Absher Wealth Management
North Carolina
$258K
Jones Financial Companies
217
Jones Financial Companies
Missouri
$241K
AIM
218
Advyzon Investment Management
Illinois
$240K
EP
219
Essential Partners
California
$240K
CIS
220
Custom Index Systems
New York
$239K
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$232K
CPC
222
CFC Planning Company
Indiana
$230K
GPWM
223
Grant Private Wealth Management
California
$226K
FCM
224
Fieldview Capital Management
Michigan
$226K
UCFA
225
United Capital Financial Advisors
Texas
$226K