493 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, 195 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
493
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
MCM
451
Manchester Capital Management
Vermont
$2.79K
AP
452
Aspect Partners
Virginia
$2.76K
HI
453
Harbour Investments
Wisconsin
$2.54K
SC
454
SouthState Corp
Florida
$2.42K
HHMI
455
Howard Hughes Medical Institute
Maryland
$2.42K
KA
456
Kozak & Associates
Colorado
$2.1K
GBT
457
Grove Bank & Trust
Florida
$2.09K
HHGA
458
Halbert Hargrove Global Advisors
California
$2.09K
MCM
459
MAI Capital Management
Ohio
$2.05K
FC
460
Financial Consulate
Maryland
$2.05K
PWA
461
Physician Wealth Advisors
Utah
$2.01K
AF
462
Advisornet Financial
Minnesota
$1.94K
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K
FFO
464
Fortitude Family Office
Arizona
$1.68K
SWM
465
Spire Wealth Management
Virginia
$1.6K
RFP
466
Root Financial Partners
California
$1.56K
PWMG
467
Prestige Wealth Management Group
New Jersey
$1.49K
TFM
468
TFC Financial Management
Massachusetts
$1.45K
FMP
469
Financial Management Professionals
Texas
$1.38K
JWM
470
JPL Wealth Management
Colorado
$1.3K
CAL
471
Capital Advisors Ltd
Ohio
$1K
AW
472
Avion Wealth
Texas
$1K
RF
473
Rossby Financial
Florida
$960
HAP
474
Harbor Asset Planning
Massachusetts
$894
LFG
475
Larson Financial Group
Missouri
$892