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
BIG
301
Brooklyn Investment Group
New York
$496K
EI
302
Ethic Inc
New York
$490K
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$488K
AV
304
ASR Vermogensbeheer
Netherlands
$482K
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
$482K
HFAS
306
Hummer Financial Advisory Services
Illinois
$479K
CSP
307
Cary Street Partners
Virginia
$476K
GWMR
308
GC Wealth Management RIA
Massachusetts
$472K
PCP
309
Perbak Capital Partners
United Kingdom
$472K
CIM
310
Contravisory Investment Management
Massachusetts
$471K
Corient Private Wealth
311
Corient Private Wealth
Florida
$433K
Stifel Financial
312
Stifel Financial
Missouri
$415K
ACA
313
Ackerman Capital Advisors
Texas
$410K
Bessemer Group
314
Bessemer Group
New Jersey
$406K
ECM
315
Everence Capital Management
Indiana
$405K
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$393K
HSA
317
HBK Sorce Advisory
Pennsylvania
$389K
LIM
318
Longfellow Investment Management
Massachusetts
$389K
AAS
319
Avantax Advisory Services
Texas
$383K
CCIA
320
Campbell & Co Investment Adviser
Maryland
$382K
UCFA
321
United Capital Financial Advisors
Texas
$381K
TSW
322
Thompson Siegel & Walmsley
Virginia
$369K
LBC
323
Lowe Brockenbrough & Co
Virginia
$367K
KRSITF
324
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K
GI
325
GAMMA Investing
California
$363K