514 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 197 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
514
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
JPMorgan Chase & Co
JPMorgan Chase & Co
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
PWMG
451
Private Wealth Management Group
New Jersey
$6.33K
MSWA
452
Marshall & Sterling Wealth Advisors
New York
$5.88K
CA
453
CoreCap Advisors
Michigan
$5.51K
MCM
454
MAI Capital Management
Ohio
$5.35K
IRC
455
Investors Research Corp
Georgia
$5.31K
GKIM
456
GW&K Investment Management
Massachusetts
$5K
BTI
457
Blue Trust Inc
Georgia
$4.82K
BGAI
458
Bruce G. Allen Investments
Colorado
$4.53K
DWM
459
Dogwood Wealth Management
Kansas
$4.51K
HFS
460
Hantz Financial Services
Michigan
$4K
MSG
461
Main Street Group
Virginia
$3.88K
IWM
462
IMG Wealth Management
Florida
$3.31K
AF
463
Advisornet Financial
Minnesota
$3.19K
NC
464
NewSquare Capital
Pennsylvania
$3.02K
AP
465
Aspect Partners
Virginia
$3.02K
ST
466
Smithfield Trust
Pennsylvania
$3K
MCM
467
MV Capital Management
Maryland
$2.9K
SC
468
Solstein Capital
California
$2.82K
KIG
469
Kessler Investment Group
Indiana
$2.78K
HHMI
470
Howard Hughes Medical Institute
Maryland
$2.65K
HI
471
Harbour Investments
Wisconsin
$2.54K
S
472
Sachetta
Massachusetts
$2.53K
KA
473
Kozak & Associates
Colorado
$2.42K
GBT
474
Grove Bank & Trust
Florida
$2.29K
HFS
475
Horizon Financial Services
North Carolina
$2.04K