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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 %
AWM
451
Activest Wealth Management
Florida
$1.4K +$1.4K +10 New
CIA
452
Cape Investment Advisory
Georgia
$1.26K – – –
PWA
453
Principia Wealth Advisory
Texas
$1.13K +$1K +8 +800%
RAM
454
Riggs Asset Management
Pennsylvania
$1.12K +$1.12K +8 New
OP
455
ORG Partners
Indiana
$1.11K +$1.11K +8 New
Lazard Asset Management
456
Lazard Asset Management
New York
$1K – – –
LWANC
457
Laurel Wealth Advisors (North Carolina)
North Carolina
$977 – – –
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$977 – – –
SIC
459
SJS Investment Consulting
Ohio
$977 – – –
MCM
460
MV Capital Management
Maryland
$837 +$837 +6 New
GSWM
461
Golden State Wealth Management
California
$701 – – –
MAS
462
MPWM Advisory Solutions
Georgia
$697 – – –
BFS
463
Bare Financial Services
Pennsylvania
$697 +$697 +5 New
PWMG
464
Private Wealth Management Group
New Jersey
$558 -$1.81K -13 -76%
CFO
465
CVA Family Office
Colorado
$558 +$558 +4 New
TWD
466
True Wealth Design
Ohio
$419 -$18.3K -131 -98%
FMP
467
Financial Management Professionals
Texas
$418 – – –
AT
468
Avalon Trust
New Mexico
$140 -$5.32K -38 -97%
TFM
469
TFC Financial Management
Massachusetts
$140 +$140 +1 New
HIA
470
HFM Investment Advisors
New Jersey
$140 +$140 +1 New
PWM
471
Parkworth Wealth Management
California
$139 – – –
BHWM
472
Bay Harbor Wealth Management
Maryland
$139 +$139 +1 New
Norges Bank
473
Norges Bank
Norway
– -$95.9M -656,117 Closed
Macquarie Group
474
Macquarie Group
Australia
– -$81.9M -560,403 Closed
TC
475
TwinBeech Capital
New York
– -$16.4M -112,357 Closed
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