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UWM Holdings

283 hedge funds and large institutions have $751M invested in UWM Holdings in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

5% less funds holding

Funds holding: 297283 (-14)

14.48% less ownership

Funds ownership: 84.91%70.43% (-14%)

21% less capital invested

Capital invested by funds: $949M → $751M (-$198M)

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
65
Increased
99
Reduced
84
Closed
72
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.8M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
251
DHJJ Financial Advisors
Illinois
$4.16K
FCG
252
Financial Connections Group
California
$4K +$124 +27 +2%
APW
253
Atlantic Private Wealth
North Carolina
$3.62K
SWM
254
Spire Wealth Management
Virginia
$3.62K
SS
255
SBI Securities
Japan
$3.49K +$2.48K +539 +127%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$3.24K +$4.11K +894 New
KFG
257
Kingdom Financial Group
Arizona
$3.14K +$3.99K +867 New
LAS
258
Lloyd Advisory Services
Georgia
$3.14K +$3.99K +867 New
PFBT
259
Parkside Financial Bank & Trust
Missouri
$2.45K -$4.16K -904 -57%
Walleye Capital
260
Walleye Capital
New York
$2.23K -$3.85M -836,610 -100%
Los Angeles Capital Management
261
Los Angeles Capital Management
California
$2.18K
SAM
262
Smartleaf Asset Management
Massachusetts
$2.02K
PMFA
263
Plante Moran Financial Advisors
Michigan
$1.48K
NA
264
NewEdge Advisors
Louisiana
$1.01K -$54.3K -11,795 -98%
BFS
265
Bare Financial Services
Pennsylvania
$847 +$1.08K +234 New
TCM
266
Tradewinds Capital Management
Washington
$724
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$630
TWD
268
True Wealth Design
Ohio
$580 -$7.99K -1,737 -92%
JWM
269
JPL Wealth Management
Colorado
$471 +$598 +130 New
BWL
270
Bogart Wealth LLC
Virginia
$427
TM
271
Torren Management
California
$387
MCM
272
MV Capital Management
Maryland
$341 -$1.96K -426 -82%
KG
273
Kilter Group
New York
$283 +$359 +78 New
TC
274
Trust Company
Kansas
$243
GCP
275
Gill Capital Partners
Colorado
$239 +$304 +66 New

UWMC Hedge Fund Activity: Q1 2026 in Review

283 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2026, worth a combined $751M — down 21% from $949M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of UWMC and 65 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 99 added.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $49.5M sold.

  • 283 institutional investors held UWM Holdings (UWMC) as of Q1 2026, down from 297 in Q4 2025.
  • Funds reported $751M of UWM Holdings stock for Q1 2026, down 21% quarter-over-quarter.
  • 65 funds opened new UWM Holdings positions in Q1 2026 and 72 closed out, a net change of -7 holders.
  • The largest UWM Holdings buyer in Q1 2026 was Fidelity Investments, an estimated $48.3M added.
  • The largest UWM Holdings seller in Q1 2026 was Azora Capital LP, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2026.