518 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, 200 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
518
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
TIM
501
Tortoise Investment Management
New York
$531
HFS
502
Hughes Financial Services
Virginia
$498
AWM
503
Activest Wealth Management
Florida
$490
WA
504
Whipplewood Advisors
Colorado
$449
PWA
505
Principia Wealth Advisory
Texas
$449
SIS
506
Sound Income Strategies
Florida
$408
SO
507
Sierra Ocean
California
$339
MFT
508
Moisand Fitzgerald Tamayo
Florida
$327
ZBNA
509
Zions Bancorporation, National Association
Utah
$286
PWAM
510
Private Wealth Asset Management
Iowa
$245
PWM
511
Parkworth Wealth Management
California
$245
CFD
512
Creative Financial Designs
Indiana
$204
HNW
513
High Note Wealth
Minnesota
$122
BCWM
514
Bartlett & Co Wealth Management
Ohio
$122
AAS
515
Ameritas Advisory Services
Nebraska
$122
TWD
516
True Wealth Design
Ohio
$82
KWM
517
Kiker Wealth Management
Georgia
$21
RWS
518
Retirement Wealth Solutions
Wisconsin
$17
Citadel Advisors
519
Citadel Advisors
Florida
BFM
520
Boothbay Fund Management
New York
NFT
521
Nan Fung Trinity
Hong Kong
Nomura Holdings
522
Nomura Holdings
Japan
CF
523
Corebridge Financial
Texas
VWM
524
Venturi Wealth Management
Texas
AF
525
Avanza Fonder
Sweden