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UWM Holdings

283 hedge funds and large institutions have $751M invested in UWM Holdings in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

5% less funds holding

Funds holding: 297283 (-14)

14.48% less ownership

Funds ownership: 84.91%70.43% (-14%)

21% less capital invested

Capital invested by funds: $949M → $751M (-$198M)

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
65
Increased
99
Reduced
84
Closed
72
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.8M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$27.3K +$18.1K +3,927 +97%
MCM
227
MAI Capital Management
Ohio
$27.3K +$30K +6,525 +650%
QC
228
Quent Capital
New York
$25.2K -$14.3K -3,115 -31%
TRCT
229
Tower Research Capital (TRC)
New York
$25.1K -$58K -12,606 -65%
SCM
230
Sterling Capital Management
North Carolina
$24.6K -$10.7K -2,320 -25%
ASN
231
Advisory Services Network
Georgia
$22.6K +$28.7K +6,230 New
GWM
232
Geneos Wealth Management
Colorado
$21.7K +$27.6K +6,000 New
HFS
233
Hantz Financial Services
Michigan
$21K +$13.7K +2,978 +106%
AF
234
Allworth Financial
California
$21K -$4.44K -965 -14%
SO
235
STRS Ohio
Ohio
$19.3K +$5.76K +1,252 +31%
MIM
236
MetLife Investment Management
New Jersey
$17.3K -$12.2M -2,642,458 -100%
CFFP
237
Center for Financial Planning
Michigan
$14.8K
IAIM
238
International Assets Investment Management
Florida
$13.9K +$373 +81 +2%
EP
239
Essential Partners
California
$13.8K -$10.3K -2,240 -37%
IA
240
IFP Advisors
Florida
$8.2K -$1.07K -232 -9%
TCM
241
Triumph Capital Management
Colorado
$7.44K
CA
242
CoreCap Advisors
Michigan
$7.28K
JC
243
JCSD Capital
California
$6.51K -$985K -214,000 -99%
CAL
244
Capital Advisors Ltd
Ohio
$6K +$7.68K +1,668 New
QCG
245
Quadrant Capital Group
Ohio
$5.53K -$191K -41,557 -96%
CMP
246
Coston McIsaac & Partners
Maine
$5K +$147 +32 +2%
CMA
247
Cedar Mountain Advisors
Oregon
$4.75K +$3.75K +816 +165%
EWP
248
Elevation Wealth Partners
California
$4.66K +$5.93K +1,288 New
SS
249
Sunbelt Securities
Texas
$4.56K +$124 +27 +2%
GI
250
GAMMA Investing
California
$4.38K -$18.1K -3,933 -76%

UWMC Hedge Fund Activity: Q1 2026 in Review

283 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2026, worth a combined $751M — down 21% from $949M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of UWMC and 65 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 99 added.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $49.5M sold.

  • 283 institutional investors held UWM Holdings (UWMC) as of Q1 2026, down from 297 in Q4 2025.
  • Funds reported $751M of UWM Holdings stock for Q1 2026, down 21% quarter-over-quarter.
  • 65 funds opened new UWM Holdings positions in Q1 2026 and 72 closed out, a net change of -7 holders.
  • The largest UWM Holdings buyer in Q1 2026 was Fidelity Investments, an estimated $48.3M added.
  • The largest UWM Holdings seller in Q1 2026 was Azora Capital LP, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2026.