518 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 200 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

3% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $3.54M

1% less capital invested

Capital invested by funds: $13.7B → $13.5B (-$185M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.65M
Puts
$3.54M
Net Calls
Net Calls Change

Top Buyers

1 +$102M
2 +$77.3M
3 +$64.4M
4
EGM
Engineers Gate Manager
New York
+$48.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$45.1M

Top Sellers

1 -$263M
2 -$87.5M
3 -$79.3M
4
Millennium Management
Millennium Management
New York
-$56.8M
5
UBS Group
UBS Group
Switzerland
-$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$24.9K
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$24.7K
Simplex Trading
428
Simplex Trading
Illinois
$21K
BWL
429
Bogart Wealth LLC
Virginia
$20.4K
DSC
430
Duncker Streett & Co
Missouri
$20.4K
T
431
TOBAM
France
$19K
GIM
432
Gold Investment Management
Alberta, Canada
$18.2K
TCOT
433
Trust Company of Toledo
Ohio
$17.6K
SL
434
Salomon & Ludwin
Virginia
$17.5K
LFG
435
Larson Financial Group
Missouri
$17.5K
JFA
436
JNBA Financial Advisors
Minnesota
$16.7K
MCM
437
Manchester Capital Management
Vermont
$16.3K
NS
438
NBC Securities
Alabama
$16K
AAP
439
Arax Advisory Partners
Colorado
$15.6K
FFA
440
Farther Finance Advisors
California
$14.1K
WSFS
441
Wilmington Savings Fund Society
Delaware
$13.9K
MAM
442
Meeder Asset Management
Ohio
$13.1K
CSPIA
443
Cary Street Partners Investment Advisory
Virginia
$11.9K
SC
444
SouthState Corp
Florida
$11.1K
C
445
Covestor
United Kingdom
$11K
CTC
446
Central Trust Company
Missouri
$10.2K
DIP
447
DT Investment Partners
Pennsylvania
$9.15K
WWM
448
Wolff Wiese Magana
California
$8.94K
SSG
449
Summit Securities Group
New York
$8.29K
TPWA
450
Twin Peaks Wealth Advisors
California
$8.21K