518 hedge funds and large institutions have $13.5B invested in UDR in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 200 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
518
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
JP Morgan Chase
JP Morgan Chase
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
S
476
Sachetta
Massachusetts
$2.53K
KA
477
Kozak & Associates
Colorado
$2.42K
GBT
478
Grove Bank & Trust
Florida
$2.29K
HFS
479
Horizon Financial Services
North Carolina
$2.04K
FFO
480
Fortitude Family Office
Arizona
$1.84K
OLVIG
481
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K
PWMG
482
Prestige Wealth Management Group
New Jersey
$1.63K
KG
483
Kilter Group
New York
$1.63K
TFM
484
TFC Financial Management
Massachusetts
$1.59K
FMP
485
Financial Management Professionals
Texas
$1.59K
OP
486
ORG Partners
Indiana
$1.59K
SWM
487
Spire Wealth Management
Virginia
$1.1K
RF
488
Rossby Financial
Florida
$1.06K
CPG
489
Cornerstone Planning Group
New Jersey
$1.04K
DF
490
Dunhill Financial
United Kingdom
$1.03K
WCM
491
WealthTrak Capital Management
Virginia
$1.02K
CAL
492
Capital Advisors Ltd
Ohio
$1K
SC
493
Stephens Consulting
Michigan
$980
HAP
494
Harbor Asset Planning
Massachusetts
$980
AWM
495
Abound Wealth Management
Tennessee
$947
NL
496
NVWM LLC
Pennsylvania
$817
CT
497
Colonial Trust
South Carolina
$776
SRCM
498
Signature Resources Capital Management
California
$653
BIA
499
Bell Investment Advisors
California
$572
ACA
500
American Capital Advisory
Idaho
$572