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
WBC
376
Westpac Banking Corp
Australia
$162K
S
377
SignatureFD
Georgia
$149K
CPCPP
378
Canada Post Corporation Pension Plan
Canada
$136K
SPIA
379
Steward Partners Investment Advisory
New York
$136K
WTA
380
Washington Trust Advisors
Massachusetts
$132K
CI
381
CX Institutional
Indiana
$125K
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$124K
AIP
383
Ameritas Investment Partners
Nebraska
$116K
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$114K
ACA
385
Atlas Capital Advisors
Wyoming
$107K
WT
386
Whittier Trust
California
$102K
DJSG
387
D.J. St. Germain
Massachusetts
$88.2K
AA
388
Addison Advisors
Vermont
$88.2K
HFM
389
Harvest Fund Management
China
$85K
IIM
390
Intact Investment Management
Quebec, Canada
$73.5K
AF
391
Allworth Financial
California
$73.4K
CBT
392
Crews Bank & Trust
Florida
$71.1K
CIAM
393
Caitong International Asset Management
Hong Kong
$64.4K
AssetMark Inc
394
AssetMark Inc
California
$61.7K
SIC
395
Salem Investment Counselors
North Carolina
$55.1K
Federated Hermes
396
Federated Hermes
Pennsylvania
$53.6K
GEA
397
Glen Eagle Advisors
New Jersey
$52.9K
CA
398
Clearstead Advisors
Ohio
$50.7K
PS
399
Principal Securities
Iowa
$47.2K
EWA
400
EverSource Wealth Advisors
Alabama
$47.2K