516 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, 198 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
516
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
EWA
401
EverSource Wealth Advisors
Alabama
$47.2K
Jones Financial Companies
402
Jones Financial Companies
Missouri
$46.3K
HNB
403
Huntington National Bank
Ohio
$45.9K
PTC
404
Private Trust Company
Ohio
$44.7K
UB
405
UMB Bank
Missouri
$43.2K
SIM
406
Sentry Investment Management
Wisconsin
$43K
RIL
407
Rothschild Investment LLC
Illinois
$40.2K
TFIPS
408
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K
SAM
409
Smartleaf Asset Management
Massachusetts
$39.3K
VCM
410
Versant Capital Management
Arizona
$37.3K
HDIM
411
Hanson & Doremus Investment Management
Vermont
$37K
MSE
412
MUFG Securities EMEA
United Kingdom
$36.2K
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$35.6K
A
414
AlphaQuest
New York
$33.4K
OL
415
OneFund LLC
Florida
$33K
FAM
416
Fulcrum Asset Management
United Kingdom
$32.7K
AGWCA
417
Annis Gardner Whiting Capital Advisors
Florida
$30.9K
CH
418
Cromwell Holdings
Wyoming
$29.7K
BBHC
419
Brown Brothers Harriman & Co
New York
$29.3K
TPCW
420
TD Private Client Wealth
New York
$27.9K
GRP
421
Global Retirement Partners
California
$27.4K
CFO
422
CVA Family Office
Colorado
$27K
WB
423
Webster Bank
Connecticut
$26.5K
IA
424
IFP Advisors
Florida
$24.9K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$24.7K