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525 hedge funds and large institutions have $11B invested in UDR in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 190 increasing their positions, 177 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

7% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 177

0% more funds holding

Funds holding: 524525 (+1)

5% less call options, than puts

Call options by funds: $29.6M | Put options by funds: $31.2M

4.59% less ownership

Funds ownership: 103.46%98.87% (-4.6%)

12% less capital invested

Capital invested by funds: $12.5B → $11B (-$1.56B)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
525
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
72
Increased
190
Reduced
177
Closed
62
Calls
$29.6M
Puts
$31.2M
Net Calls
-$1.54M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$6.77K
FHC
452
First Horizon Corporation
Tennessee
$6.76K
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$6.66K -$8.96K -244 -55%
BC
454
Bayforest Capital
United Kingdom
$6.66K +$7.23K +197 New
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$6.45K
DWM
456
Dogwood Wealth Management
Kansas
$5.81K +$6.32K +172 New
LFG
457
Larson Financial Group
Missouri
$5.74K -$845 -23 -12%
C
458
Covestor
United Kingdom
$5K -$4.96K -135 -46%
WWM
459
Wolff Wiese Magana
California
$4.87K -$37 -1 -0.7%
KG
460
Kilter Group
New York
$4.56K +$184 +5 +4%
CA
461
CoreCap Advisors
Michigan
$4.56K
IRC
462
Investors Research Corp
Georgia
$4.39K
JSAM
463
J. Safra Asset Management
New York
$4.22K
CFO
464
CVA Family Office
Colorado
$3.38K
SGFG
465
Silver Grove Financial Group
New York
$3.21K +$3.49K +95 New
ST
466
Smithfield Trust
Pennsylvania
$3K
AF
467
Advisornet Financial
Minnesota
$2.94K +$734 +20 +30%
EP
468
Essential Partners
California
$2.84K -$588 -16 -16%
TPWA
469
Twin Peaks Wealth Advisors
California
$2.8K +$3.05K +83 New
PWMG
470
Private Wealth Management Group
New Jersey
$2.57K
AGWCA
471
Annis Gardner Whiting Capital Advisors
Florida
$2.53K -$7.09K -193 -72%
BGAI
472
Bruce G. Allen Investments
Colorado
$2.43K -$845 -23 -24%
AFC
473
Ares Financial Consulting
California
$2.4K
AP
474
Aspect Partners
Virginia
$2.37K +$73 +2 +3%
SC
475
SouthState Corp
Florida
$2.33K +$698 +19 +38%