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
FFO
476
Fortitude Family Office
Arizona
$1.84K
OLVIG
477
Oliver Lagore Vanvalin Investment Group
Michigan
$1.72K
PWMG
478
Prestige Wealth Management Group
New Jersey
$1.63K
KG
479
Kilter Group
New York
$1.63K
TFM
480
TFC Financial Management
Massachusetts
$1.59K
FMP
481
Financial Management Professionals
Texas
$1.59K
OP
482
ORG Partners
Indiana
$1.59K
SWM
483
Spire Wealth Management
Virginia
$1.1K
RF
484
Rossby Financial
Florida
$1.06K
CPG
485
Cornerstone Planning Group
New Jersey
$1.04K
DF
486
Dunhill Financial
United Kingdom
$1.03K
WCM
487
WealthTrak Capital Management
Virginia
$1.02K
CAL
488
Capital Advisors Ltd
Ohio
$1K
HAP
489
Harbor Asset Planning
Massachusetts
$980
SC
490
Stephens Consulting
Michigan
$980
AWM
491
Abound Wealth Management
Tennessee
$947
NL
492
NVWM LLC
Pennsylvania
$817
CT
493
Colonial Trust
South Carolina
$776
SRCM
494
Signature Resources Capital Management
California
$653
BIA
495
Bell Investment Advisors
California
$572
ACA
496
American Capital Advisory
Idaho
$572
TIM
497
Tortoise Investment Management
New York
$531
HFS
498
Hughes Financial Services
Virginia
$498
AWM
499
Activest Wealth Management
Florida
$490
WA
500
Whipplewood Advisors
Colorado
$449