514 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 197 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
514
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
DSC
426
Duncker Streett & Co
Missouri
$20.4K
T
427
TOBAM
France
$19K
GIM
428
Gold Investment Management
Alberta, Canada
$18.2K
TCOT
429
Trust Company of Toledo
Ohio
$17.6K
SL
430
Salomon & Ludwin
Virginia
$17.5K
LFG
431
Larson Financial Group
Missouri
$17.5K
JFA
432
JNBA Financial Advisors
Minnesota
$16.7K
MCM
433
Manchester Capital Management
Vermont
$16.3K
NS
434
NBC Securities
Alabama
$16K
AAP
435
Arax Advisory Partners
Colorado
$15.6K
FFA
436
Farther Finance Advisors
California
$14.1K
WSFS
437
Wilmington Savings Fund Society
Delaware
$13.9K
MAM
438
Meeder Asset Management
Ohio
$13.1K
CSPIA
439
Cary Street Partners Investment Advisory
Virginia
$11.9K
SC
440
SouthState Corp
Florida
$11.1K
C
441
Covestor
United Kingdom
$11K
CTC
442
Central Trust Company
Missouri
$10.2K
DIP
443
DT Investment Partners
Pennsylvania
$9.15K
WWM
444
Wolff Wiese Magana
California
$8.94K
SSG
445
Summit Securities Group
New York
$8.29K
TPWA
446
Twin Peaks Wealth Advisors
California
$8.21K
GWM
447
Geneos Wealth Management
Colorado
$8.17K
FHA
448
First Horizon Advisors
Tennessee
$8.17K
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$7.8K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$6.41K