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
Jones Financial Companies
401
Jones Financial Companies
Missouri
$46.3K
HNB
402
Huntington National Bank
Ohio
$45.9K
PTC
403
Private Trust Company
Ohio
$44.7K
UB
404
UMB Bank
Missouri
$43.2K
SIM
405
Sentry Investment Management
Wisconsin
$43K
RIL
406
Rothschild Investment LLC
Illinois
$40.2K
TFIPS
407
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40K
SAM
408
Smartleaf Asset Management
Massachusetts
$39.3K
VCM
409
Versant Capital Management
Arizona
$37.3K
HDIM
410
Hanson & Doremus Investment Management
Vermont
$37K
MSE
411
MUFG Securities EMEA
United Kingdom
$36.2K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$35.6K
A
413
AlphaQuest
New York
$33.4K
OL
414
OneFund LLC
Florida
$33K
AGWCA
415
Annis Gardner Whiting Capital Advisors
Florida
$30.9K
CH
416
Cromwell Holdings
Wyoming
$29.7K
BBHC
417
Brown Brothers Harriman & Co
New York
$29.3K
TPCW
418
TD Private Client Wealth
New York
$27.9K
GRP
419
Global Retirement Partners
California
$27.4K
CFO
420
CVA Family Office
Colorado
$27K
WB
421
Webster Bank
Connecticut
$26.5K
IA
422
IFP Advisors
Florida
$24.9K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$24.7K
Simplex Trading
424
Simplex Trading
Illinois
$21K
BWL
425
Bogart Wealth LLC
Virginia
$20.4K