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UWM Holdings

254 hedge funds and large institutions have $1.05B invested in UWM Holdings in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

63% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 46

11.81% more ownership

Funds ownership: 67.34%79.15% (+12%)

11% more funds holding

Funds holding: 228254 (+26)

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$15.8M
Net Calls
Net Calls Change

Top Buyers

1 +$32.6M
2 +$28.3M
3 +$24.7M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$20.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.9M

Top Sellers

1 -$50.6M
2 -$12.5M
3 -$11.4M
4
FGP
Freestone Grove Partners
California
-$9.07M
5
Morgan Stanley
Morgan Stanley
New York
-$7.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Clearstead Advisors
Ohio
$4.45K
CIAM
227
Caitong International Asset Management
Hong Kong
$4.45K
MCM
228
MAI Capital Management
Ohio
$3.84K
DAM
229
Delta Asset Management
Tennessee
$3.81K
SAM
230
Smartleaf Asset Management
Massachusetts
$3.61K
FFA
231
Farther Finance Advisors
California
$3.46K
CMA
232
Cedar Mountain Advisors
Oregon
$2.97K
SS
233
SBI Securities
Japan
$2.67K
PMFA
234
Plante Moran Financial Advisors
Michigan
$2.48K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$2.47K
CPG
236
Cornerstone Planning Group
New Jersey
$2.18K
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$2.08K
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$2K
RIL
239
Rothschild Investment LLC
Illinois
$1.98K
SC
240
SouthState Corp
Florida
$1.78K
NA
241
NewEdge Advisors
Louisiana
$1.71K
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56K
TCM
243
Tradewinds Capital Management
Washington
$1.22K
JWM
244
JPL Wealth Management
Colorado
$792
TWD
245
True Wealth Design
Ohio
$786
BWL
246
Bogart Wealth LLC
Virginia
$719
LFG
247
Larson Financial Group
Missouri
$501
MG
248
Mather Group
Illinois
$481
BTI
249
Blue Trust Inc
Georgia
$238
IW
250
Imprint Wealth
South Carolina
$195