Ubiquiti
385 hedge funds and large institutions have $2.15B invested in Ubiquiti in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 126 increasing their positions, 106 reducing their positions, and 47 closing their positions.
87% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 47
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more capital invested
Capital invested by funds: $1.64B → $2.15B (+$510M)
19% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 106
10% more funds holding
Funds holding: 351 → 385 (+34)
0.39% less ownership
Funds ownership: 4.88% → 4.49% (-0.39%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $20.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.5M |
| 2 |
JP Morgan Chase
New York
|
+$12.4M |
| 3 |
Goldman Sachs
New York
|
+$11.4M |
| 4 |
Barclays
London,
United Kingdom
|
+$9.95M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Long Walk Management
Greenwich,
Connecticut
|
-$26.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$25.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$23.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$23.6M |
| 5 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
-$19.7M |
UI Hedge Fund Activity: Q1 2026 in Review
385 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2026, worth a combined $2.15B — up 31% from $1.64B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new UI positions and 47 closed out — a net gain of 41 holders — while 126 added to existing stakes and 106 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $21.5M. The largest seller was Long Walk Management, cutting an estimated $26.4M.
- 385 institutional investors held Ubiquiti (UI) as of Q1 2026, up from 351 in Q4 2025.
- Funds reported $2.15B of Ubiquiti stock for Q1 2026, up 31% quarter-over-quarter.
- 88 funds opened new Ubiquiti positions in Q1 2026 and 47 closed out, a net change of +41 holders.
- The largest Ubiquiti buyer in Q1 2026 was AQR Capital Management, an estimated $21.5M added.
- The largest Ubiquiti seller in Q1 2026 was Long Walk Management, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2026.