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
GWM
451
Geneos Wealth Management
Colorado
$8.17K
FHA
452
First Horizon Advisors
Tennessee
$8.17K
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$7.8K
PFBT
454
Parkside Financial Bank & Trust
Missouri
$6.41K
PWMG
455
Private Wealth Management Group
New Jersey
$6.33K
MSWA
456
Marshall & Sterling Wealth Advisors
New York
$5.88K
CA
457
CoreCap Advisors
Michigan
$5.51K
MCM
458
MAI Capital Management
Ohio
$5.35K
IRC
459
Investors Research Corp
Georgia
$5.31K
GKIM
460
GW&K Investment Management
Massachusetts
$5K
BTI
461
Blue Trust Inc
Georgia
$4.82K
BGAI
462
Bruce G. Allen Investments
Colorado
$4.53K
DWM
463
Dogwood Wealth Management
Kansas
$4.51K
HFS
464
Hantz Financial Services
Michigan
$4K
MSG
465
Main Street Group
Virginia
$3.88K
IWM
466
IMG Wealth Management
Florida
$3.31K
AF
467
Advisornet Financial
Minnesota
$3.19K
NC
468
NewSquare Capital
Pennsylvania
$3.02K
AP
469
Aspect Partners
Virginia
$3.02K
ST
470
Smithfield Trust
Pennsylvania
$3K
MCM
471
MV Capital Management
Maryland
$2.9K
SC
472
Solstein Capital
California
$2.82K
KIG
473
Kessler Investment Group
Indiana
$2.78K
HHMI
474
Howard Hughes Medical Institute
Maryland
$2.65K
HI
475
Harbour Investments
Wisconsin
$2.54K