507 hedge funds and large institutions have $11.3B invested in UDR in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 171 increasing their positions, 203 reducing their positions, and 57 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 first-time investments, than exits

New positions opened: | Existing positions closed:

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 203

17% less capital invested

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

Holders
507
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
SWM
476
Spire Wealth Management
Virginia
$1.6K
RFP
477
Root Financial Partners
California
$1.56K
PWMG
478
Prestige Wealth Management Group
New Jersey
$1.49K
TFM
479
TFC Financial Management
Massachusetts
$1.45K
FMP
480
Financial Management Professionals
Texas
$1.38K
JWM
481
JPL Wealth Management
Colorado
$1.3K
CAL
482
Capital Advisors Ltd
Ohio
$1K
AW
483
Avion Wealth
Texas
$1K
RF
484
Rossby Financial
Florida
$960
HAP
485
Harbor Asset Planning
Massachusetts
$894
LFG
486
Larson Financial Group
Missouri
$892
AWM
487
Abound Wealth Management
Tennessee
$864
WSFS
488
Wilmington Savings Fund Society
Delaware
$596
OP
489
ORG Partners
Indiana
$596
SRCM
490
Signature Resources Capital Management
California
$596
CPG
491
Cornerstone Planning Group
New Jersey
$568
CWP
492
Clark Wealth Partners
Illinois
$550
RA
493
Rise Advisors
New York
$484
KG
494
Kilter Group
New York
$373
SIS
495
Sound Income Strategies
Florida
$358
SFCL
496
Strengthening Families & Communities LLC
Massachusetts
$301
MFT
497
Moisand Fitzgerald Tamayo
Florida
$299
AT
498
Avalon Trust
New Mexico
$299
DF
499
Dunhill Financial
United Kingdom
$271
TIM
500
Tortoise Investment Management
New York
$261