518 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 200 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
518
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
JP Morgan Chase
JP Morgan Chase
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
PSF
301
Pacific Sun Financial
California
$511K
PIFP
302
Partners in Financial Planning
Virginia
$505K
PCM
303
Penserra Capital Management
California
$500K
BIG
304
Brooklyn Investment Group
New York
$496K
EI
305
Ethic Inc
New York
$490K
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$488K
AV
307
ASR Vermogensbeheer
Netherlands
$482K
Mackenzie Financial
308
Mackenzie Financial
Ontario, Canada
$482K
HFAS
309
Hummer Financial Advisory Services
Illinois
$479K
CSP
310
Cary Street Partners
Virginia
$476K
GWMR
311
GC Wealth Management RIA
Massachusetts
$472K
PCP
312
Perbak Capital Partners
United Kingdom
$472K
CIM
313
Contravisory Investment Management
Massachusetts
$471K
Corient Private Wealth
314
Corient Private Wealth
Florida
$433K
Stifel Financial
315
Stifel Financial
Missouri
$415K
ACA
316
Ackerman Capital Advisors
Texas
$410K
Bessemer Group
317
Bessemer Group
New Jersey
$406K
ECM
318
Everence Capital Management
Indiana
$405K
NMIMC
319
Northwestern Mutual Investment Management Company
Wisconsin
$393K
HSA
320
HBK Sorce Advisory
Pennsylvania
$389K
LIM
321
Longfellow Investment Management
Massachusetts
$389K
AAS
322
Avantax Advisory Services
Texas
$383K
CCIA
323
Campbell & Co Investment Adviser
Maryland
$382K
UCFA
324
United Capital Financial Advisors
Texas
$381K
TSW
325
Thompson Siegel & Walmsley
Virginia
$369K