Who Owns Invesco DB US Dollar Index Bearish Fund (UDN)?Hedge Fund & Institutional Holders

$18.03+0.13 (+0.73%)Financial ServicesNYSE_ARCA

Institutional Holders

43

as of Q4 2025

Total Institutional Value

$9.000000300000027e+121T

% of Float Held

QoQ Change in Holders

+11 / -3

Price History

$16.52$17.15$17.77$18.40$19.03Sep 24Jun 25Mar 26

UDN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+36K+$10.0B
Alliance Wealth Advisors, LLC /UTNew Position+82K+$1.5B
UBS Group AGIncreased+32K+$526.6M
GROUP ONE TRADING LLCIncreased+6K+$107.6M
Geneos Wealth Management Inc.New Position+1K+$24.0M
GFS Advisors, LLCNew Position+160K+$2.9M
L1 Global Manager Pty LtdNew Position+110K+$2.0M
Delos Wealth Advisors, LLCIncreased+174+$1.2M
Blue Trust, Inc.New Position+75+$1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNew Position+52K+$946K
CWM, LLCNew Position+50+$1K
FLOW TRADERS U.S. LLCNew Position+19K+$0
Arax Advisory PartnersNew Position+56+$0
Steward Partners Investment Advisory, LLCNew Position+20K+$0
Kestra Advisory Services, LLCNew Position+5K+$0

UDN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-168K-$6.2B
Jefferies Financial Group Inc.Decreased-10K-$5.0B
LPL Financial LLCDecreased-44K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-22K-$997.7M
Solstein Capital, LLCClosed Position-43K-$809.3M
WOLVERINE TRADING, LLCClosed Position-43K-$798.5M
OSAIC HOLDINGS, INC.Decreased-19K-$532.6M
Prospera Financial Services IncDecreased-3K-$445.1M
Creative PlanningDecreased-5K-$398.1M
Integrated Advisors Network LLCClosed Position-20K-$373.6M
MORGAN STANLEYDecreased-346K-$6.7M
HRT FINANCIAL LPDecreased-10K-$382K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/494,597$9.0B0.65%Share
2CITADEL ADVISORS LLC210,200$3.0B0.45%Call
3UBS Group AG140,493$2.6B0.42%Share
4SUSQUEHANNA INTERNATIONAL GROUP, LLP132,700$2.0B0.23%Call
5Alliance Wealth Advisors, LLC /UT81,946$1.5B0.32%Share
6BANK OF AMERICA CORP /DE/61,897$1.0B0.07%Share
7Capstone Wealth Management Group LLC13,936$254.0M0.15%Share
8GROUP ONE TRADING LLC7,646$139.0M0.24%Share
9Legacy Bridge, LLC4,250$77.0M0.03%Share
10Delos Wealth Advisors, LLC3,085$56.0M0.04%Share
11Geneos Wealth Management Inc.1,331$24.0M0.00%Share
12HighTower Advisors, LLC581,726$10.0M0.01%Share
13Jefferies Financial Group Inc.255,811$4.0M0.02%Share
14UBS Group AG191$3.0M0.00%Share
15GFS Advisors, LLC160,000$2.9M0.35%Share
16L1 Global Manager Pty Ltd110,000$2.0M1.31%Share
17JANE STREET GROUP, LLC157,074$2.0M0.00%Share
18JANE STREET GROUP, LLC140,900$2.0M0.00%Call
19Blue Trust, Inc.75$1.0M0.01%Share
20MORGAN STANLEY65,996$1.0M0.00%Share
21Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors51,896$946K0.11%Share
22CWM, LLC50$1K0.00%Share
23LPL Financial LLC10,305$00.00%Share
24FLOW TRADERS U.S. LLC18,957$00.00%Share
25Kestra Advisory Services, LLC4,831$00.00%Share
26Arax Advisory Partners56$00.00%Share
27Advisory Services Network, LLC25,390$00.00%Share
28Creative Planning16,166$00.00%Share
29Steward Partners Investment Advisory, LLC20,331$00.00%Share
30OSAIC HOLDINGS, INC.9,373$00.00%Share
31BROWN BROTHERS HARRIMAN & CO54,495$00.00%Share
32ROYAL BANK OF CANADA8,391$00.00%Share
33CITADEL ADVISORS LLC10,800$00.00%Put
34JANE STREET GROUP, LLC10,900$00.00%Put
35RAYMOND JAMES FINANCIAL INC53,641$00.00%Share
36RAYMOND JAMES FINANCIAL INC799$00.00%Share
37SUSQUEHANNA INTERNATIONAL GROUP, LLP31,265$00.00%Share
38JANE STREET GROUP, LLC2,446$00.00%Share
39BANK OF AMERICA CORP /DE/1,900$00.00%Share
40Prospera Financial Services Inc20,800$00.00%Share
41HRT FINANCIAL LP10,150$00.00%Share
42Lido Advisors, LLC10,657$00.00%Share
43Smartleaf Asset Management LLC106$00.00%Share

UDN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$14.6B+9
Q3 202524$32.4B-1
Q2 202525$35.5B+1
Q1 202524$20.4B+2
Q4 202422$6.7B+3
Q3 202419$11.9T+0
Q2 202419$4.1T+3
Q1 202416$827.2T

Similar Stocks by Institutional Ownership

As of Q4 2025, 43 institutional investors hold UDN (Invesco DB US Dollar Index Bearish Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $9.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UDN?

As of Q4 2025, 43 institutional investors report holding UDN (Invesco DB US Dollar Index Bearish Fund) in their 13F filings.

Who is the largest institutional holder of UDN?

The largest institutional holder of UDN is BANK OF AMERICA CORP /DE/ with $9.0B in shares.

Is institutional ownership of UDN increasing or decreasing?

This quarter, 11 institutions opened new positions in UDN and 3 closed their positions.