504 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
504
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
VCM
401
Versant Capital Management
Arizona
$32.6K
EWA
402
EverSource Wealth Advisors
Alabama
$32.4K
SAM
403
Smartleaf Asset Management
Massachusetts
$31.9K
FFA
404
Farther Finance Advisors
California
$31.2K
OL
405
OneFund LLC
Florida
$30.9K
RIL
406
Rothschild Investment LLC
Illinois
$30.3K
SIM
407
Sentry Investment Management
Wisconsin
$30K
FAM
408
Fulcrum Asset Management
United Kingdom
$29.8K
CH
409
Cromwell Holdings
Wyoming
$27.6K
TPCW
410
TD Private Client Wealth
New York
$27.3K
CFD
411
Creative Financial Designs
Indiana
$26.3K
HFS
412
Hantz Financial Services
Michigan
$25K
WB
413
Webster Bank
Connecticut
$24.1K
GRP
414
Global Retirement Partners
California
$23.6K
MG
415
Mather Group
Illinois
$22K
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$21.9K
SSG
417
Summit Securities Group
New York
$19.4K
DSC
418
Duncker Streett & Co
Missouri
$18.6K
BWL
419
Bogart Wealth LLC
Virginia
$18.6K
CFO
420
CVA Family Office
Colorado
$18.6K
T
421
TOBAM
France
$18K
AGWCA
422
Annis Gardner Whiting Capital Advisors
Florida
$17.6K
QC
423
Quent Capital
New York
$16.7K
GIM
424
Gold Investment Management
Alberta, Canada
$16.6K
TCOT
425
Trust Company of Toledo
Ohio
$16.1K