492 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 169 increasing their positions, 194 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 first-time investments, than exits

New positions opened: 50 | Existing positions closed: 58

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less capital invested

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

Holders
492
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
AP
451
Aspect Partners
Virginia
$2.76K
HI
452
Harbour Investments
Wisconsin
$2.54K
SC
453
SouthState Corp
Florida
$2.42K
HHMI
454
Howard Hughes Medical Institute
Maryland
$2.42K
KA
455
Kozak & Associates
Colorado
$2.1K
GBT
456
Grove Bank & Trust
Florida
$2.09K
HHGA
457
Halbert Hargrove Global Advisors
California
$2.09K
MCM
458
MAI Capital Management
Ohio
$2.05K
FC
459
Financial Consulate
Maryland
$2.05K
PWA
460
Physician Wealth Advisors
Utah
$2.01K
AF
461
Advisornet Financial
Minnesota
$1.94K
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K
FFO
463
Fortitude Family Office
Arizona
$1.68K
SWM
464
Spire Wealth Management
Virginia
$1.6K
RFP
465
Root Financial Partners
California
$1.56K
PWMG
466
Prestige Wealth Management Group
New Jersey
$1.49K
TFM
467
TFC Financial Management
Massachusetts
$1.45K
FMP
468
Financial Management Professionals
Texas
$1.38K
JWM
469
JPL Wealth Management
Colorado
$1.3K
CAL
470
Capital Advisors Ltd
Ohio
$1K
AW
471
Avion Wealth
Texas
$1K
RF
472
Rossby Financial
Florida
$960
HAP
473
Harbor Asset Planning
Massachusetts
$894
LFG
474
Larson Financial Group
Missouri
$892
AWM
475
Abound Wealth Management
Tennessee
$864