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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
SIM
1
SW Investment Management
Colorado
$89.9M +$7.07M +20,000 +7%
BlackRock
2
BlackRock
New York
$89.7M -$6.93M -19,595 -6%
AQR Capital Management
3
AQR Capital Management
Connecticut
$70.5M +$47M +132,816 +134%
Renaissance Technologies
4
Renaissance Technologies
New York
$64.1M +$2.4M +6,800 +3%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$34M +$38.8M +109,670 New
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$33.8M +$16.7M +47,109 +76%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$27.8M -$8.36M -23,636 -21%
Vanguard Group
8
Vanguard Group
Pennsylvania
$26M -$3.82M -10,804 -11%
State Street
9
State Street
Massachusetts
$22.7M +$2.75M +7,774 +12%
Morgan Stanley
10
Morgan Stanley
New York
$21.5M +$1.36M +3,848 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.8M +$1.14M +3,218 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$19.4M -$560K -1,584 -2%
EIP
13
Epoch Investment Partners
New York
$18.9M +$21.5M +60,929 New
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$14M +$9.3M +26,309 +140%
ZIM
15
Zacks Investment Management
Illinois
$14M +$535K +1,512 +3%
N
16
Nuveen
North Carolina
$11.4M +$8.91M +25,218 +221%
GAM
17
Gotham Asset Management
New York
$11.1M +$1.19M +3,366 +10%
First Trust Advisors
18
First Trust Advisors
Illinois
$10.8M +$171K +483 +1%
Goldman Sachs
19
Goldman Sachs
New York
$10.5M +$3.02M +8,551 +34%
AFA
20
Abacus FCF Advisors
Florida
$10.3M +$10.2M +28,726 +654%
Charles Schwab
21
Charles Schwab
California
$10.2M -$7.07K -20 -0.1%
Millennium Management
22
Millennium Management
New York
$10.2M -$6.71M -18,994 -37%
Man Group
23
Man Group
United Kingdom
$9.64M +$2.96M +8,365 +37%
LCM
24
Logan Capital Management
Pennsylvania
$9.39M -$94K -266 -0.9%
Northern Trust
25
Northern Trust
Illinois
$9.05M +$1.31M +3,696 +15%