516 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, 198 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
516
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
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$7.8K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$6.41K
PWMG
453
Private Wealth Management Group
New Jersey
$6.33K
MSWA
454
Marshall & Sterling Wealth Advisors
New York
$5.88K
CA
455
CoreCap Advisors
Michigan
$5.51K
MCM
456
MAI Capital Management
Ohio
$5.35K
IRC
457
Investors Research Corp
Georgia
$5.31K
GKIM
458
GW&K Investment Management
Massachusetts
$5K
BTI
459
Blue Trust Inc
Georgia
$4.82K
BGAI
460
Bruce G. Allen Investments
Colorado
$4.53K
DWM
461
Dogwood Wealth Management
Kansas
$4.51K
HFS
462
Hantz Financial Services
Michigan
$4K
MSG
463
Main Street Group
Virginia
$3.88K
IWM
464
IMG Wealth Management
Florida
$3.31K
AF
465
Advisornet Financial
Minnesota
$3.19K
NC
466
NewSquare Capital
Pennsylvania
$3.02K
AP
467
Aspect Partners
Virginia
$3.02K
ST
468
Smithfield Trust
Pennsylvania
$3K
MCM
469
MV Capital Management
Maryland
$2.9K
SC
470
Solstein Capital
California
$2.82K
KIG
471
Kessler Investment Group
Indiana
$2.78K
HHMI
472
Howard Hughes Medical Institute
Maryland
$2.65K
HI
473
Harbour Investments
Wisconsin
$2.54K
S
474
Sachetta
Massachusetts
$2.53K
KA
475
Kozak & Associates
Colorado
$2.42K