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
LIM
351
Leavell Investment Management
Alabama
$245K
WCM
352
Winebrenner Capital Management
Kentucky
$245K
MPM
353
MBB Public Markets
Illinois
$242K
CWM
354
Chesapeake Wealth Management
Virginia
$239K
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$237K
GLLW
356
Graves Light Lenhart Wealth
Virginia
$235K
AG
357
AlTi Global
New York
$233K
CTC
358
Cetera Trust Company
Minnesota
$233K
VSQM
359
V-Square Quantitative Management
Illinois
$230K
LNWWM
360
Laird Norton Wetherby Wealth Management
California
$229K
GFM
361
GF Fund Management
China
$227K
NP
362
NorthRock Partners
Minnesota
$224K
PFM
363
Patton Fund Management
Texas
$218K
SLG
364
Stanley-Laman Group
Pennsylvania
$217K
TIAA Trust, National Association
365
TIAA Trust, National Association
North Carolina
$215K
PP
366
Prudential plc
United Kingdom
$214K
GS
367
GTS Securities
New York
$213K
Cambridge Investment Research Advisors
368
Cambridge Investment Research Advisors
Iowa
$212K
National Pension Service
369
National Pension Service
South Korea
$205K
US Bancorp
370
US Bancorp
Minnesota
$194K
VI
371
Vestcor Inc
New Brunswick, Canada
$190K
PEAK6
372
PEAK6
Illinois
$181K
SFI
373
Siemens Fonds Invest
Germany
$178K
PA
374
Parallel Advisors
California
$177K
LS
375
Livforsakringsbolaget Skandia
Sweden
$177K