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524 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 174 increasing their positions, 194 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

12.08% more ownership

Funds ownership: 91.38%103.46% (+12%)

11% more capital invested

Capital invested by funds: $11.3B → $12.5B (+$1.25B)

3% more funds holding

Funds holding: 510524 (+14)

10% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 194

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
80
Increased
174
Reduced
194
Closed
60
Calls
$28.5M
Puts
$34.1M
Net Calls
-$5.55M
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$7.01K
HFS
452
Horizon Financial Services
North Carolina
$6.09K
IA
453
IFP Advisors
Florida
$5.79K +$2.85K +80 +103%
WWM
454
Wolff Wiese Magana
California
$5.31K -$1.64K -46 -24%
SL
455
Salomon & Ludwin
Virginia
$5.09K -$7.4K -208 -60%
CA
456
CoreCap Advisors
Michigan
$4.95K
KG
457
Kilter Group
New York
$4.77K +$4.27K +120 +1,200%
IRC
458
Investors Research Corp
Georgia
$4.77K
JSAM
459
J. Safra Asset Management
New York
$4.58K +$4.45K +125 New
WWA
460
Wealth Watch Advisors
Colorado
$4.33K +$4.2K +118 New
EW
461
Elyxium Wealth
California
$3.96K +$3.84K +108 New
CFO
462
CVA Family Office
Colorado
$3.67K -$14.2K -399 -80%
EP
463
Essential Partners
California
$3.67K +$2.88K +81 +426%
PWA
464
Physician Wealth Advisors
Utah
$3.56K +$1.53K +43 +80%
BGAI
465
Bruce G. Allen Investments
Colorado
$3.48K -$569 -16 -14%
HI
466
Harbour Investments
Wisconsin
$3.17K +$640 +18 +26%
BTI
467
Blue Trust Inc
Georgia
$3.01K -$391 -11 -12%
GKIM
468
GW&K Investment Management
Massachusetts
$3K -$533 -15 -16%
ST
469
Smithfield Trust
Pennsylvania
$3K
AW
470
Avion Wealth
Texas
$3K +$2.06K +58 +215%
IWM
471
IMG Wealth Management
Florida
$2.97K
PWMG
472
Private Wealth Management Group
New Jersey
$2.79K -$2.74K -77 -50%
AFC
473
Ares Financial Consulting
California
$2.57K +$2.49K +70 New
CPG
474
Cornerstone Planning Group
New Jersey
$2.51K +$1.85K +52 +306%
FC
475
Financial Consulate
Maryland
$2.5K +$462 +13 +24%