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Universal Display
OLED

Overview Fund Activity

473 hedge funds and large institutions have $5.4B invested in Universal Display in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 190 increasing their positions, 144 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-14
Holders Change %
-2.87%
% of All Funds
6.42%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
75
Increased
190
Reduced
144
Closed
82
Calls
$49.2M
Puts
$58.1M
Net Calls
-$8.94M
Net Calls Change
-$35.9M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$261M
2
Brown Advisory
Brown Advisory
Maryland
+$72.3M
3
First Trust Advisors
First Trust Advisors
Illinois
+$56.2M
4
FFM
FengHe Fund Management
Singapore
+$41.1M
5
Wells Fargo
Wells Fargo
California
+$40.4M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$81.9M
2
UBS AM
UBS AM
Illinois
-$61.9M
3
Ameriprise
Ameriprise
Minnesota
-$52.8M
4
Jennison Associates
Jennison Associates
New York
-$34M
5
Invesco
Invesco
Georgia
-$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
426
Global Financial Private Client
Florida
$4.74K +$4.46K +32 +1,600%
WA
427
WPG Advisers
Maryland
$4.6K -$6.84K -49 -60%
BIA
428
Bell Investment Advisors
California
$4.6K +$837 +6 +22%
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$4.6K +$2.09K +15 +83%
JWA
430
JFS Wealth Advisors
Pennsylvania
$4.19K +$279 +2 +7%
TWC
431
TD Waterhouse Canada
Ontario, Canada
$4.17K – – –
WA
432
Whipplewood Advisors
Colorado
$3.91K -$32.5K -25 -89%
BF
433
BOK Financial
Oklahoma
$3.77K – – –
CPG
434
Cornerstone Planning Group
New Jersey
$3.55K +$3.32K +28 +1,400%
CA
435
CoreCap Advisors
Michigan
$3.49K +$1.26K +9 +56%
HNB
436
Huntington National Bank
Ohio
$3.49K -$1.81K -13 -34%
FNWA
437
Financial Network Wealth Advisors
Utah
$3.21K +$1.96K +14 +156%
T
438
Transce3nd
Texas
$3.21K -$48.7K -349 -94%
NC
439
NewSquare Capital
Pennsylvania
$2.79K -$407K -2,921 -99%
SN
440
Sittner & Nelson
Oregon
$2.79K – – –
SIC
441
Salem Investment Counselors
North Carolina
$2.79K – – –
FFO
442
Fortitude Family Office
Arizona
$2.79K – – –
CYG
443
Clean Yield Group
Vermont
$2.18K +$2.18K +16 New
NS
444
NBC Securities
Alabama
$2K +$2K +15 New
MCM
445
Manchester Capital Management
Vermont
$1.95K +$698 +5 +56%
HNW
446
High Note Wealth
Minnesota
$1.67K +$419 +3 +33%
S
447
Sachetta
Massachusetts
$1.67K +$1.67K +12 New
CWC
448
Carolinas Wealth Consulting
North Carolina
$1.66K +$276 +2 +20%
AG
449
AmeriFlex Group
Nevada
$1.4K – – –
BWL
450
Bogart Wealth LLC
Virginia
$1.4K – – –
16 17
18
19 20