492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

Capital invested by funds: $13.5B → $11.3B (-$2.24B)

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.56M
Puts
$7.12M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
401
Fulcrum Asset Management
United Kingdom
$29.8K
CH
402
Cromwell Holdings
Wyoming
$27.6K
TPCW
403
TD Private Client Wealth
New York
$27.3K
CFD
404
Creative Financial Designs
Indiana
$26.3K
HFS
405
Hantz Financial Services
Michigan
$25K
WB
406
Webster Bank
Connecticut
$24.1K
GRP
407
Global Retirement Partners
California
$23.6K
MG
408
Mather Group
Illinois
$22K
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$21.9K
SSG
410
Summit Securities Group
New York
$19.4K
DSC
411
Duncker Streett & Co
Missouri
$18.6K
BWL
412
Bogart Wealth LLC
Virginia
$18.6K
CFO
413
CVA Family Office
Colorado
$18.6K
T
414
TOBAM
France
$18K
AGWCA
415
Annis Gardner Whiting Capital Advisors
Florida
$17.6K
QC
416
Quent Capital
New York
$16.7K
GIM
417
Gold Investment Management
Alberta, Canada
$16.6K
TCOT
418
Trust Company of Toledo
Ohio
$16.1K
JFA
419
JNBA Financial Advisors
Minnesota
$15.3K
NS
420
NBC Securities
Alabama
$14.9K
BBHC
421
Brown Brothers Harriman & Co
New York
$14.5K
RBI
422
Raiffeisen Bank International
Austria
$14K
SL
423
Salomon & Ludwin
Virginia
$12.7K
C
424
Covestor
United Kingdom
$11K
CTC
425
Central Trust Company
Missouri
$9.31K