518 hedge funds and large institutions have $12.5B invested in UDR in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 173 increasing their positions, 193 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 506518 (+12)

10% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 193

16% less call options, than puts

Call options by funds: $28.5M | Put options by funds: $34.1M

Holders
518
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.5M
Puts
$34.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
MAI Capital Management
Ohio
$2.02K
WIM
477
Westside Investment Management
California
$1.98K
SWM
478
Spire Wealth Management
Virginia
$1.87K
SC
479
SouthState Corp
Florida
$1.83K
NL
480
NVWM LLC
Pennsylvania
$1.83K
FFO
481
Fortitude Family Office
Arizona
$1.65K
EWP
482
Elevation Wealth Partners
California
$1.54K
PWMG
483
Prestige Wealth Management Group
New Jersey
$1.47K
CFG
484
Clayton Financial Group
Missouri
$1.32K
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21K
TFM
486
TFC Financial Management
Massachusetts
$1.21K
SS
487
Sunbelt Securities
Texas
$1.14K
FMP
488
Financial Management Professionals
Texas
$1.1K
DF
489
Dunhill Financial
United Kingdom
$993
PWA
490
Principia Wealth Advisory
Texas
$990
RFP
491
Root Financial Partners
California
$917
KFAS
492
Keating Financial Advisory Services
Kansas
$917
HAP
493
Harbor Asset Planning
Massachusetts
$880
AWM
494
Abound Wealth Management
Tennessee
$851
BW
495
Basepoint Wealth
Iowa
$804
APW
496
Aventura Private Wealth
Florida
$734
OP
497
ORG Partners
Indiana
$732
ACA
498
American Capital Advisory
Idaho
$624
SRCM
499
Signature Resources Capital Management
California
$587
CFM
500
Cornerstone Financial Management
Massachusetts
$587