514 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 197 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
514
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$45.1M

Top Sellers

1 -$263M
2 -$87.5M
3 -$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$899K
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$893K
GAM
253
Generali Asset Management
Italy
$880K
AI
254
Atria Investments
North Carolina
$872K
KRS
255
Kentucky Retirement Systems
Kentucky
$859K
MSU
256
Mizuho Securities USA
New York
$851K
IGAM
257
iA Global Asset Management
Quebec, Canada
$846K
Creative Planning
258
Creative Planning
Kansas
$828K
TI
259
Tidal Investments
Wisconsin
$817K
TPSF
260
Texas Permanent School Fund
Texas
$814K
HWA
261
Heritage Wealth Advisors
Virginia
$813K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$807K
IF
263
IRON Financial
Illinois
$806K
STA
264
Summit Trail Advisors
New York
$783K
NW
265
Naviter Wealth
Arkansas
$780K
JG
266
Jain Global
New York
$776K
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$738K
XT
268
XTX Topco
Cayman Islands
$733K
BC
269
Bridgefront Capital
Texas
$730K
OAM
270
Ostrum Asset Management
France
$728K
DA
271
Dover Advisors
Virginia
$727K
DEA
272
DoubleLine ETF Adviser
Florida
$724K
FNFDCM
273
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K
KWA
274
Kingswood Wealth Advisors
California
$697K
I
275
INVST
Indiana
$687K