495 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, 170 increasing their positions, 196 reducing their positions, and 58 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

14% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

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

Holders
495
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
OL
401
OneFund LLC
Florida
$30.9K
RIL
402
Rothschild Investment LLC
Illinois
$30.3K
SIM
403
Sentry Investment Management
Wisconsin
$30K
FAM
404
Fulcrum Asset Management
United Kingdom
$29.8K
CH
405
Cromwell Holdings
Wyoming
$27.6K
TPCW
406
TD Private Client Wealth
New York
$27.3K
CFD
407
Creative Financial Designs
Indiana
$26.3K
HFS
408
Hantz Financial Services
Michigan
$25K
WB
409
Webster Bank
Connecticut
$24.1K
GRP
410
Global Retirement Partners
California
$23.6K
IA
411
IFP Advisors
Florida
$22.8K
MG
412
Mather Group
Illinois
$22K
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$21.9K
SSG
414
Summit Securities Group
New York
$19.4K
DSC
415
Duncker Streett & Co
Missouri
$18.6K
BWL
416
Bogart Wealth LLC
Virginia
$18.6K
CFO
417
CVA Family Office
Colorado
$18.6K
T
418
TOBAM
France
$18K
AGWCA
419
Annis Gardner Whiting Capital Advisors
Florida
$17.6K
QC
420
Quent Capital
New York
$16.7K
GIM
421
Gold Investment Management
Alberta, Canada
$16.6K
TCOT
422
Trust Company of Toledo
Ohio
$16.1K
JFA
423
JNBA Financial Advisors
Minnesota
$15.3K
NS
424
NBC Securities
Alabama
$14.9K
BBHC
425
Brown Brothers Harriman & Co
New York
$14.5K