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UWM Holdings

225 hedge funds and large institutions have $504M invested in UWM Holdings in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 219225 (+6)

19% less capital invested

Capital invested by funds: $621M → $504M (-$117M)

21.92% less ownership

Funds ownership: 76.3%54.38% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
87
Reduced
65
Closed
43
Calls
$18.9M
Puts
$15.8M
Net Calls
+$3.15M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
226
Two Sigma Advisers
New York
-$2.85M -335,000 Closed
SO
227
STRS Ohio
Ohio
-$863K -101,261 Closed
NICM
228
Neo Ivy Capital Management
New York
-$680K -79,814 Closed
IAIM
229
International Assets Investment Management
Florida
-$7.5K -63,900 Closed
PD
230
Point72 (DIFC)
United Arab Emirates
-$477K -56,037 Closed
YIH
231
Y-Intercept (HK)
Hong Kong
-$466K -54,678 Closed
TWM
232
TriaGen Wealth Management
California
-$453K -53,207 Closed
XSC
233
X-Square Capital
Puerto Rico
-$298K -35,000 Closed
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
-$292K -34,254 Closed
OQS
235
Occudo Quantitative Strategies
Florida
-$288K -33,837 Closed
DM
236
Deerfield Management
New York
-$277K -32,544 Closed
GS
237
GTS Securities
New York
-$270K -31,729 Closed
EC
238
EntryPoint Capital
New York
-$258K -30,298 Closed
BHCM
239
Brevan Howard Capital Management
Jersey
-$258K -30,253 Closed
CT
240
ClearAlpha Technologies
Connecticut
-$254K -29,798 Closed
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
-$216K -25,687 Closed
IIM
242
INTECH Investment Management
Florida
-$198K -23,241 Closed
FC
243
FORA Capital
Florida
-$183K -21,493 Closed
PRS
244
Pinkerton Retirement Specialists
Idaho
-$147K -17,203 Closed
FRA
245
Frank Rimerman Advisors
California
-$115K -13,479 Closed
ML
246
McAdam LLC
Pennsylvania
-$113K -13,241 Closed
ASN
247
Advisory Services Network
Georgia
-$76K -10,972 Closed
P
248
Pitcairn
Pennsylvania
-$92.2K -10,820 Closed
Cerity Partners
249
Cerity Partners
New York
-$89.9K -10,548 Closed
Corient Private Wealth
250
Corient Private Wealth
Florida
-$86.2K -10,115 Closed

UWMC Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2024, worth a combined $504M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UWMC positions and 43 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $21.8M sold.

  • 225 institutional investors held UWM Holdings (UWMC) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $504M of UWM Holdings stock for Q4 2024, down 19% quarter-over-quarter.
  • 52 funds opened new UWM Holdings positions in Q4 2024 and 43 closed out, a net change of +9 holders.
  • The largest UWM Holdings buyer in Q4 2024 was Balyasny Asset Management, an estimated $24.1M added.
  • The largest UWM Holdings seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.