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
LBC
326
Lowe Brockenbrough & Co
Virginia
$367K
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K
GI
328
GAMMA Investing
California
$363K
TTWM
329
TCV Trust & Wealth Management
Virginia
$361K
TRCT
330
Tower Research Capital (TRC)
New York
$355K
FC
331
FORA Capital
Florida
$352K
Squarepoint
332
Squarepoint
New York
$351K
BEAM
333
Baker Ellis Asset Management
Washington
$344K
OCM
334
One Capital Management
California
$335K
ACM
335
AlphaStar Capital Management
North Carolina
$328K
BMSSC
336
B. Metzler seel. Sohn & Co
Germany
$325K
SCM
337
Stevens Capital Management
Pennsylvania
$312K
Verition Fund Management
338
Verition Fund Management
Connecticut
$307K
CM
339
Capital Management
Virginia
$306K
MF
340
Magnetar Financial
Illinois
$305K
ETC
341
Exchange Traded Concepts
Oklahoma
$304K
PCM
342
Prelude Capital Management
New York
$299K
EF
343
Empowered Funds
Pennsylvania
$294K
HT
344
Headlands Technologies
Illinois
$288K
ACM
345
Aster Capital Management
United Arab Emirates
$285K
IWS
346
Integrity Wealth Solutions
Colorado
$276K
MSA
347
MUFG Securities Americas
New York
$273K
CCA
348
Checchi Capital Advisers
California
$262K
VFP
349
Verus Financial Partners
Virginia
$259K
BC
350
Bayforest Capital
United Kingdom
$256K