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UWM Holdings

256 hedge funds and large institutions have $1.05B invested in UWM Holdings in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 53 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

89% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 53

88% more capital invested

Capital invested by funds: $562M → $1.05B (+$492M)

76% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $15.8M

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

12% more funds holding

Funds holding: 228256 (+28)

11.78% more ownership

Funds ownership: 67.31%79.09% (+12%)

Holders
256
Holders Change
+28
Holders Change %
+12.28%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
76
Increased
100
Reduced
53
Closed
46
Calls
$27.8M
Puts
$15.8M
Net Calls
+$12M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$4.08K +$3.05K +581 +653%
MCM
227
MAI Capital Management
Ohio
$3.84K -$907 -173 -22%
DAM
228
Delta Asset Management
Tennessee
$3.81K +$3.28K +625 New
SAM
229
Smartleaf Asset Management
Massachusetts
$3.61K +$613 +117 +25%
FFA
230
Farther Finance Advisors
California
$3.46K -$938 -179 -24%
MCM
231
MV Capital Management
Maryland
$3.42K +$1.88K +359 +177%
CMA
232
Cedar Mountain Advisors
Oregon
$2.97K +$63 +12 +3%
SS
233
SBI Securities
Japan
$2.67K +$231 +44 +11%
IA
234
IFP Advisors
Florida
$2.52K +$2.17K +414 New
PMFA
235
Plante Moran Financial Advisors
Michigan
$2.48K
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$2.47K +$2.13K +406 New
CPG
237
Cornerstone Planning Group
New Jersey
$2.18K +$79 +15 New
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$2.08K +$1.79K +341 New
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$2K +$482 +92 +45%
RIL
240
Rothschild Investment LLC
Illinois
$1.98K +$1.23K +235 +261%
SC
241
SouthState Corp
Florida
$1.78K +$1.54K +293 New
NA
242
NewEdge Advisors
Louisiana
$1.71K
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56K +$1.32K +252 New
TCM
244
Tradewinds Capital Management
Washington
$1.22K
JWM
245
JPL Wealth Management
Colorado
$792 +$682 +130 New
TWD
246
True Wealth Design
Ohio
$786 -$110 -21 -14%
BWL
247
Bogart Wealth LLC
Virginia
$719 +$619 +118 New
LFG
248
Larson Financial Group
Missouri
$501 +$47 +9 +12%
MG
249
Mather Group
Illinois
$481 +$414 +79 New
BTI
250
Blue Trust Inc
Georgia
$238

UWMC Hedge Fund Activity: Q3 2025 in Review

256 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2025, worth a combined $1.05B — up 88% from $562M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UWMC positions and 46 closed out — a net gain of 30 holders — while 100 added to existing stakes and 53 trimmed.

The largest buyer was Integrated Investment Consultants, opening a new position worth an estimated $28.1M. The largest seller was Brandes Investment Partners, exiting entirely with an estimated $50.6M sold.

  • 256 institutional investors held UWM Holdings (UWMC) as of Q3 2025, up from 228 in Q2 2025.
  • Funds reported $1.05B of UWM Holdings stock for Q3 2025, up 88% quarter-over-quarter.
  • 76 funds opened new UWM Holdings positions in Q3 2025 and 46 closed out, a net change of +30 holders.
  • The largest UWM Holdings buyer in Q3 2025 was Integrated Investment Consultants, an estimated $28.1M added.
  • The largest UWM Holdings seller in Q3 2025 was Brandes Investment Partners, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2025.