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UWM Holdings

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38%75.99% (+22%)

7% more funds holding

Funds holding: 225241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Tradewinds Capital Management
Washington
$1.09K
FMP
227
Financial Management Professionals
Texas
$1.09K +$1.22K +200 New
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$1K +$571 +94 +59%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$835
IA
230
IFP Advisors
Florida
$699 -$23K -3,788 -97%
CA
231
Continuum Advisory
Idaho
$644
MG
232
Mather Group
Illinois
$470 -$18 -3 -3%
WA
233
WPG Advisers
Maryland
$415
SO
234
Sierra Ocean
California
$349
RIL
235
Rothschild Investment LLC
Illinois
$218 +$243 +40 New
MCM
236
MV Capital Management
Maryland
$203 +$225 +37 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$126 +$140 +23 New
WCM
238
WealthTrak Capital Management
Virginia
$110 +$121 +20 New
BIG
239
Brooklyn Investment Group
New York
$11 -$1.68K -277 -99%
First Trust Advisors
240
First Trust Advisors
Illinois
-$21.9M -3,727,477 Closed
BCM
241
Basswood Capital Management
New York
-$6.6M -1,124,694 Closed
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
-$3.65M -621,392 Closed
EH
243
EMG Holdings
Connecticut
-$2.6M -442,448 Closed
TI
244
Tidal Investments
Wisconsin
-$1.71M -291,842 Closed
BPC
245
Bryce Point Capital
New York
-$1.25M -213,036 Closed
PCM
246
Prana Capital Management
Connecticut
-$1.04M -177,442 Closed
Los Angeles Capital Management
247
Los Angeles Capital Management
California
-$578K -98,382 Closed
CMF
248
Counterpoint Mutual Funds
California
-$427K -72,810 Closed
IMC Chicago
249
IMC Chicago
Illinois
-$428K -70,388 Closed
PEAK6
250
PEAK6
Illinois
-$367K -62,603 Closed

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.