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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
401
Jones Financial Companies
Missouri
$55.1K +$19.2K +540 +56%
WAG
402
Wiser Advisor Group
Arizona
$49K +$605 +17 +1%
GEA
403
Glen Eagle Advisors
New Jersey
$47.5K
Federated Hermes
404
Federated Hermes
Pennsylvania
$47.1K -$213 -6 -0.5%
HNB
405
Huntington National Bank
Ohio
$42.2K -$21.4K -603 -34%
AA
406
Ancora Advisors
Ohio
$40.9K +$39.7K +1,116 New
PTC
407
Private Trust Company
Ohio
$39.4K -$285 -8 -0.7%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$38.6K +$5.19K +146 +16%
HDIM
409
Hanson & Doremus Investment Management
Vermont
$34K
CIAM
410
Caitong International Asset Management
Hong Kong
$33.9K -$46.4K -1,306 -59%
DT
411
DV Trading
Illinois
$32.9K +$31.9K +897 New
OL
412
OneFund LLC
Florida
$32.2K +$1.74K +49 +6%
Group One Trading
413
Group One Trading
Illinois
$31.8K +$30.9K +868 New
EBA
414
Eagle Bay Advisors
New York
$31.4K +$30.4K +855 New
SIM
415
Sentry Investment Management
Wisconsin
$30K
FAM
416
Fulcrum Asset Management
United Kingdom
$29.6K
CH
417
Cromwell Holdings
Wyoming
$26.9K -$320 -9 -1%
QC
418
Quent Capital
New York
$26.4K +$9.67K +272 +61%
PWPS
419
Pinnacle Wealth Planning Services
Ohio
$26.2K +$25.4K +714 New
WB
420
Webster Bank
Connecticut
$23.8K
EWA
421
EverSource Wealth Advisors
Alabama
$23.7K -$8K -225 -26%
SAG
422
SageView Advisory Group
California
$21.8K +$21.1K +594 New
SAM
423
Smartleaf Asset Management
Massachusetts
$19.8K -$11.7K -330 -38%
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$19.7K -$1.81K -51 -9%
BWL
425
Bogart Wealth LLC
Virginia
$18.9K +$533 +15 +3%