518 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, 200 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
518
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
CA
401
Clearstead Advisors
Ohio
$50.7K
PS
402
Principal Securities
Iowa
$47.2K
EWA
403
EverSource Wealth Advisors
Alabama
$47.2K
Jones Financial Companies
404
Jones Financial Companies
Missouri
$46.3K
HNB
405
Huntington National Bank
Ohio
$45.9K
PTC
406
Private Trust Company
Ohio
$44.7K
UB
407
UMB Bank
Missouri
$43.2K
SIM
408
Sentry Investment Management
Wisconsin
$43K
RIL
409
Rothschild Investment LLC
Illinois
$40.2K
TFIPS
410
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K
SAM
411
Smartleaf Asset Management
Massachusetts
$39.3K
VCM
412
Versant Capital Management
Arizona
$37.3K
HDIM
413
Hanson & Doremus Investment Management
Vermont
$37K
MSE
414
MUFG Securities EMEA
United Kingdom
$36.2K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$35.6K
A
416
AlphaQuest
New York
$33.4K
OL
417
OneFund LLC
Florida
$33K
FAM
418
Fulcrum Asset Management
United Kingdom
$32.7K
AGWCA
419
Annis Gardner Whiting Capital Advisors
Florida
$30.9K
CH
420
Cromwell Holdings
Wyoming
$29.7K
BBHC
421
Brown Brothers Harriman & Co
New York
$29.3K
TPCW
422
TD Private Client Wealth
New York
$27.9K
GRP
423
Global Retirement Partners
California
$27.4K
CFO
424
CVA Family Office
Colorado
$27K
WB
425
Webster Bank
Connecticut
$26.5K