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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
326
HBK Sorce Advisory
Pennsylvania
$315K -$34.7K -975 -10%
MWA
327
Medallion Wealth Advisors
Connecticut
$310K
TTWM
328
TCV Trust & Wealth Management
Virginia
$307K
SAM
329
Securian Asset Management
Minnesota
$300K -$225K -6,327 -44%
National Pension Service
330
National Pension Service
South Korea
$298K +$95.8K +2,694 +50%
MSA
331
MUFG Securities Americas
New York
$297K -$1.03K -29 -0.4%
LBC
332
Lowe Brockenbrough & Co
Virginia
$293K
BMSSC
333
B. Metzler seel. Sohn & Co
Germany
$292K
OCM
334
One Capital Management
California
$290K -$10.7K -300 -4%
FMI
335
Frec Markets Inc
California
$277K +$268K +7,548 New
CM
336
Capital Management
Virginia
$275K
JF
337
JMN Financial
Ohio
$272K +$263K +7,402 New
HWM
338
HB Wealth Management
Georgia
$271K +$263K +7,396 New
VSQM
339
V-Square Quantitative Management
Illinois
$267K +$258K +7,267 New
ECM
340
Everence Capital Management
Indiana
$265K
CIC
341
Carnegie Investment Counsel
Ohio
$257K +$249K +7,007 New
TCM
342
TT Capital Management
California
$257K +$249K +7,000 New
IWS
343
Integrity Wealth Solutions
Colorado
$248K
SC
344
Syon Capital
California
$247K +$240K +6,742 New
BC
345
Bridgefront Capital
Texas
$245K -$571K -16,043 -71%
PEAK6
346
PEAK6
Illinois
$244K -$18.7K -525 -7%
IF
347
IRON Financial
Illinois
$238K -$7.08K -199 -3%
VFP
348
Verus Financial Partners
Virginia
$237K
MB
349
MidFirst Bank
Oklahoma
$236K +$229K +6,441 New
PFM
350
Patton Fund Management
Texas
$227K +$220K +6,198 New