504 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, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
504
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
BGAI
451
Bruce G. Allen Investments
Colorado
$4.14K
MSG
452
Main Street Group
Virginia
$3.54K
BTI
453
Blue Trust Inc
Georgia
$3.46K
IWM
454
IMG Wealth Management
Florida
$3.02K
GKIM
455
GW&K Investment Management
Massachusetts
$3K
ST
456
Smithfield Trust
Pennsylvania
$3K
IA
457
IFP Advisors
Florida
$2.91K
MCM
458
Manchester Capital Management
Vermont
$2.79K
AP
459
Aspect Partners
Virginia
$2.76K
HI
460
Harbour Investments
Wisconsin
$2.54K
MCM
461
MV Capital Management
Maryland
$2.53K
SC
462
SouthState Corp
Florida
$2.42K
HHMI
463
Howard Hughes Medical Institute
Maryland
$2.42K
KA
464
Kozak & Associates
Colorado
$2.1K
GBT
465
Grove Bank & Trust
Florida
$2.09K
HHGA
466
Halbert Hargrove Global Advisors
California
$2.09K
MCM
467
MAI Capital Management
Ohio
$2.05K
FC
468
Financial Consulate
Maryland
$2.05K
PWA
469
Physician Wealth Advisors
Utah
$2.01K
AF
470
Advisornet Financial
Minnesota
$1.94K
JFGIW
471
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K
FFO
472
Fortitude Family Office
Arizona
$1.68K
SWM
473
Spire Wealth Management
Virginia
$1.6K
RFP
474
Root Financial Partners
California
$1.56K
PWMG
475
Prestige Wealth Management Group
New Jersey
$1.49K