497 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 171 increasing their positions, 198 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 funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

17% less capital invested

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

Holders
497
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
MSG
451
Main Street Group
Virginia
$3.54K
BTI
452
Blue Trust Inc
Georgia
$3.46K
IWM
453
IMG Wealth Management
Florida
$3.02K
GKIM
454
GW&K Investment Management
Massachusetts
$3K
ST
455
Smithfield Trust
Pennsylvania
$3K
MCM
456
Manchester Capital Management
Vermont
$2.79K
AP
457
Aspect Partners
Virginia
$2.76K
HI
458
Harbour Investments
Wisconsin
$2.54K
SC
459
SouthState Corp
Florida
$2.42K
HHMI
460
Howard Hughes Medical Institute
Maryland
$2.42K
KA
461
Kozak & Associates
Colorado
$2.1K
GBT
462
Grove Bank & Trust
Florida
$2.09K
HHGA
463
Halbert Hargrove Global Advisors
California
$2.09K
MCM
464
MAI Capital Management
Ohio
$2.05K
FC
465
Financial Consulate
Maryland
$2.05K
PWA
466
Physician Wealth Advisors
Utah
$2.01K
AF
467
Advisornet Financial
Minnesota
$1.94K
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72K
FFO
469
Fortitude Family Office
Arizona
$1.68K
SWM
470
Spire Wealth Management
Virginia
$1.6K
RFP
471
Root Financial Partners
California
$1.56K
PWMG
472
Prestige Wealth Management Group
New Jersey
$1.49K
TFM
473
TFC Financial Management
Massachusetts
$1.45K
FMP
474
Financial Management Professionals
Texas
$1.38K
JWM
475
JPL Wealth Management
Colorado
$1.3K