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
CAL
476
Capital Advisors Ltd
Ohio
$1K
AW
477
Avion Wealth
Texas
$1K
RF
478
Rossby Financial
Florida
$960
HAP
479
Harbor Asset Planning
Massachusetts
$894
LFG
480
Larson Financial Group
Missouri
$892
AWM
481
Abound Wealth Management
Tennessee
$864
WSFS
482
Wilmington Savings Fund Society
Delaware
$596
OP
483
ORG Partners
Indiana
$596
SRCM
484
Signature Resources Capital Management
California
$596
CPG
485
Cornerstone Planning Group
New Jersey
$568
RA
486
Rise Advisors
New York
$484
SIS
487
Sound Income Strategies
Florida
$358
SFCL
488
Strengthening Families & Communities LLC
Massachusetts
$301
MFT
489
Moisand Fitzgerald Tamayo
Florida
$299
AT
490
Avalon Trust
New Mexico
$299
DF
491
Dunhill Financial
United Kingdom
$271
TIM
492
Tortoise Investment Management
New York
$261
ZBNA
493
Zions Bancorporation, National Association
Utah
$224
PWAM
494
Private Wealth Asset Management
Iowa
$224
BHWM
495
Beaird Harris Wealth Management
Texas
$187
AWM
496
Activest Wealth Management
Florida
$186
RWS
497
Retirement Wealth Solutions
Wisconsin
$16
Norges Bank
498
Norges Bank
Norway
Alyeska Investment Group
499
Alyeska Investment Group
Illinois
VC
500
Vision Capital
Ontario, Canada