497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 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 funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

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

Holders
497
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
SAM
401
Smartleaf Asset Management
Massachusetts
$31.9K
FFA
402
Farther Finance Advisors
California
$31.2K
OL
403
OneFund LLC
Florida
$30.9K
RIL
404
Rothschild Investment LLC
Illinois
$30.3K
SIM
405
Sentry Investment Management
Wisconsin
$30K
FAM
406
Fulcrum Asset Management
United Kingdom
$29.8K
CH
407
Cromwell Holdings
Wyoming
$27.6K
TPCW
408
TD Private Client Wealth
New York
$27.3K
CFD
409
Creative Financial Designs
Indiana
$26.3K
HFS
410
Hantz Financial Services
Michigan
$25K
WB
411
Webster Bank
Connecticut
$24.1K
GRP
412
Global Retirement Partners
California
$23.6K
IA
413
IFP Advisors
Florida
$22.8K
MG
414
Mather Group
Illinois
$22K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$21.9K
SSG
416
Summit Securities Group
New York
$19.4K
DSC
417
Duncker Streett & Co
Missouri
$18.6K
BWL
418
Bogart Wealth LLC
Virginia
$18.6K
CFO
419
CVA Family Office
Colorado
$18.6K
T
420
TOBAM
France
$18K
AGWCA
421
Annis Gardner Whiting Capital Advisors
Florida
$17.6K
QC
422
Quent Capital
New York
$16.7K
GIM
423
Gold Investment Management
Alberta, Canada
$16.6K
TCOT
424
Trust Company of Toledo
Ohio
$16.1K
JFA
425
JNBA Financial Advisors
Minnesota
$15.3K