507 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
507
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
UB
401
UMB Bank
Missouri
$34.1K
HDIM
402
Hanson & Doremus Investment Management
Vermont
$34K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$33.7K
VCM
404
Versant Capital Management
Arizona
$32.6K
EWA
405
EverSource Wealth Advisors
Alabama
$32.4K
SAM
406
Smartleaf Asset Management
Massachusetts
$31.9K
FFA
407
Farther Finance Advisors
California
$31.2K
OL
408
OneFund LLC
Florida
$30.9K
RIL
409
Rothschild Investment LLC
Illinois
$30.3K
SIM
410
Sentry Investment Management
Wisconsin
$30K
FAM
411
Fulcrum Asset Management
United Kingdom
$29.8K
CH
412
Cromwell Holdings
Wyoming
$27.6K
TPCW
413
TD Private Client Wealth
New York
$27.3K
CFD
414
Creative Financial Designs
Indiana
$26.3K
HFS
415
Hantz Financial Services
Michigan
$25K
WB
416
Webster Bank
Connecticut
$24.1K
GRP
417
Global Retirement Partners
California
$23.6K
MG
418
Mather Group
Illinois
$22K
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$21.9K
SSG
420
Summit Securities Group
New York
$19.4K
DSC
421
Duncker Streett & Co
Missouri
$18.6K
BWL
422
Bogart Wealth LLC
Virginia
$18.6K
CFO
423
CVA Family Office
Colorado
$18.6K
T
424
TOBAM
France
$18K
AGWCA
425
Annis Gardner Whiting Capital Advisors
Florida
$17.6K