492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AV
301
ASR Vermogensbeheer
Netherlands
$439K
HFAS
302
Hummer Financial Advisory Services
Illinois
$437K
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$437K
BFPW
304
BOK Financial Private Wealth
Colorado
$427K
GC
305
Guggenheim Capital
Illinois
$424K
Jane Street
306
Jane Street
New York
$410K
Stifel Financial
307
Stifel Financial
Missouri
$385K
SC
308
SummitTX Capital
Texas
$384K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$376K
ACA
310
Ackerman Capital Advisors
Texas
$374K
CCM
311
Callodine Capital Management
Massachusetts
$373K
Wealthfront Advisers
312
Wealthfront Advisers
California
$370K
NMIMC
313
Northwestern Mutual Investment Management Company
Wisconsin
$358K
UBS AM
314
UBS AM
Illinois
$357K
Bessemer Group
315
Bessemer Group
New Jersey
$354K
HSA
316
HBK Sorce Advisory
Pennsylvania
$339K
NP
317
NorthRock Partners
Minnesota
$336K
BBVA
318
Banco Bilbao Vizcaya Argentaria
Spain
$334K
TSW
319
Thompson Siegel & Walmsley
Virginia
$332K
KRSITF
320
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K
BEAM
321
Baker Ellis Asset Management
Washington
$314K
TTWM
322
TCV Trust & Wealth Management
Virginia
$312K
TRCT
323
Tower Research Capital (TRC)
New York
$308K
OCM
324
One Capital Management
California
$306K
MSA
325
MUFG Securities Americas
New York
$303K