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UWM Holdings

297 hedge funds and large institutions have $949M invested in UWM Holdings in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 66 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

88% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 66

34% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $17.4M

16% more funds holding

Funds holding: 256297 (+41)

5.82% more ownership

Funds ownership: 79.09%84.91% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $1.05B → $949M (-$105M)

Holders
297
Holders Change
+41
Holders Change %
+16.02%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
82
Increased
124
Reduced
66
Closed
39
Calls
$23.3M
Puts
$17.4M
Net Calls
+$5.94M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
226
Transcend Capital Advisors
New Jersey
$49.6K +$61K +11,335 New
EWA
227
EverSource Wealth Advisors
Alabama
$49.5K +$35.4K +6,574 +139%
PPW
228
Parcion Private Wealth
Washington
$47.3K +$58.1K +10,809 New
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$46.4K -$51.3K -9,531 -47%
X
230
Xponance
Pennsylvania
$46K +$56.5K +10,506 New
IC
231
Inscription Capital
Texas
$44.8K +$55.1K +10,237 New
QC
232
Quent Capital
New York
$44.2K -$931 -173 -2%
QLSGSCF
233
Quent Long Short Global Small Cap Fund
New York
$44.2K +$54.2K +10,084 New
SCM
234
Sterling Capital Management
North Carolina
$39.9K +$2.53K +471 +5%
AB
235
Amalgamated Bank
New York
$39K +$14.4K +2,681 +43%
FFA
236
Farther Finance Advisors
California
$37.6K +$43.2K +8,027 +1,411%
QL
237
Quarry LP
New York
$30.1K -$48.7K -9,046 -57%
AF
238
Allworth Financial
California
$29.6K +$14K +2,602 +63%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$27.2K -$124K -23,000 -79%
EP
240
Essential Partners
California
$26.6K +$29K +5,394 +805%
GI
241
GAMMA Investing
California
$22.5K -$1.43K -265 -5%
SO
242
STRS Ohio
Ohio
$17.9K +$1.83K +340 +9%
CFFP
243
Center for Financial Planning
Michigan
$17.9K +$21.9K +4,077 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$17.7K +$8.68K +1,614 +66%
IAIM
245
International Assets Investment Management
Florida
$16.4K +$20.1K +3,733 New
DE
246
DV Equities
Illinois
$13.6K +$16.7K +3,100 New
AA
247
Ancora Advisors
Ohio
$12.6K +$15.5K +2,884 New
Comerica Bank
248
Comerica Bank
Texas
$12.5K -$30.2K -5,617 -66%
HFS
249
Hantz Financial Services
Michigan
$12K +$81 +15 +0.5%
IA
250
IFP Advisors
Florida
$10.9K +$11.2K +2,084 +503%