516 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, 198 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
516
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
GBT
476
Grove Bank & Trust
Florida
$2.29K
HFS
477
Horizon Financial Services
North Carolina
$2.04K
FFO
478
Fortitude Family Office
Arizona
$1.84K
OLVIG
479
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K
PWMG
480
Prestige Wealth Management Group
New Jersey
$1.63K
KG
481
Kilter Group
New York
$1.63K
TFM
482
TFC Financial Management
Massachusetts
$1.59K
FMP
483
Financial Management Professionals
Texas
$1.59K
OP
484
ORG Partners
Indiana
$1.59K
SWM
485
Spire Wealth Management
Virginia
$1.1K
RF
486
Rossby Financial
Florida
$1.06K
CPG
487
Cornerstone Planning Group
New Jersey
$1.04K
DF
488
Dunhill Financial
United Kingdom
$1.03K
WCM
489
WealthTrak Capital Management
Virginia
$1.02K
CAL
490
Capital Advisors Ltd
Ohio
$1K
SC
491
Stephens Consulting
Michigan
$980
HAP
492
Harbor Asset Planning
Massachusetts
$980
AWM
493
Abound Wealth Management
Tennessee
$947
NL
494
NVWM LLC
Pennsylvania
$817
CT
495
Colonial Trust
South Carolina
$776
SRCM
496
Signature Resources Capital Management
California
$653
BIA
497
Bell Investment Advisors
California
$572
ACA
498
American Capital Advisory
Idaho
$572
TIM
499
Tortoise Investment Management
New York
$531
HFS
500
Hughes Financial Services
Virginia
$498