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
BFPW
276
BOK Financial Private Wealth
Colorado
$676K
BAMF
277
BI Asset Management Fondsmaeglerselskab
Denmark
$650K
LSERS
278
Louisiana State Employees Retirement System
Louisiana
$649K
SAM
279
Securian Asset Management
Minnesota
$638K
VIM
280
Vinva Investment Management
Australia
$636K
CGH
281
Crossmark Global Holdings
Texas
$632K
SRL
282
Scientech Research LLC
New Jersey
$632K
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$626K
GIBU
284
Gulf International Bank (UK)
United Kingdom
$608K
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$606K
Osaic Holdings
286
Osaic Holdings
Arizona
$606K
HI
287
Horizon Investments
North Carolina
$602K
GC
288
Guggenheim Capital
Illinois
$600K
Millennium Management
289
Millennium Management
New York
$590K
TMAM
290
Tokio Marine Asset Management
Japan
$577K
QCG
291
Quadrant Capital Group
Ohio
$575K
NMERB
292
New Mexico Educational Retirement Board
New Mexico
$572K
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$565K
Los Angeles Capital Management
294
Los Angeles Capital Management
California
$549K
AC
295
Allstate Corporation
Illinois
$548K
KeyBank National Association
296
KeyBank National Association
Ohio
$519K
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$517K
PSF
298
Pacific Sun Financial
California
$511K
PIFP
299
Partners in Financial Planning
Virginia
$505K
PCM
300
Penserra Capital Management
California
$500K