513 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 172 increasing their positions, 191 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 504513 (+9)

10% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 191

16% less call options, than puts

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

Holders
513
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$38.6K
HDIM
402
Hanson & Doremus Investment Management
Vermont
$34K
DT
403
DV Trading
Illinois
$32.9K
OL
404
OneFund LLC
Florida
$32.2K
Group One Trading
405
Group One Trading
Illinois
$31.8K
EBA
406
Eagle Bay Advisors
New York
$31.4K
SIM
407
Sentry Investment Management
Wisconsin
$30K
FAM
408
Fulcrum Asset Management
United Kingdom
$29.6K
CH
409
Cromwell Holdings
Wyoming
$26.9K
QC
410
Quent Capital
New York
$26.4K
PWPS
411
Pinnacle Wealth Planning Services
Ohio
$26.2K
WB
412
Webster Bank
Connecticut
$23.8K
EWA
413
EverSource Wealth Advisors
Alabama
$23.7K
SAG
414
SageView Advisory Group
California
$21.8K
SAM
415
Smartleaf Asset Management
Massachusetts
$19.8K
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$19.7K
BWL
417
Bogart Wealth LLC
Virginia
$18.9K
IAIM
418
International Assets Investment Management
Florida
$18.4K
DSC
419
Duncker Streett & Co
Missouri
$18.3K
CBT
420
Crews Bank & Trust
Florida
$16.3K
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$16.2K
DE
422
DV Equities
Illinois
$15.4K
JFA
423
JNBA Financial Advisors
Minnesota
$15K
NS
424
NBC Securities
Alabama
$14.2K
RBI
425
Raiffeisen Bank International
Austria
$14K