We are live on ! Find out more
UWMC icon

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
CA
251
CoreCap Advisors
Michigan
$8.8K -$8.07K -1,500 -43%
TCM
252
Triumph Capital Management
Colorado
$8.76K +$10.8K +2,000 New
TWD
253
True Wealth Design
Ohio
$8.31K +$9.51K +1,768 +1,371%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$6.92K +$500 +93 +6%
ANBT
255
American National Bank & Trust
Texas
$6.57K
CMP
256
Coston McIsaac & Partners
Maine
$6K +$145 +27 +2%
BNP Paribas Asset Management
257
BNP Paribas Asset Management
France
$6K +$2.59K +481 +48%
SS
258
Sunbelt Securities
Texas
$5.4K +$118 +22 +2%
DFA
259
DHJJ Financial Advisors
Illinois
$5.03K
FCG
260
Financial Connections Group
California
$5K +$129 +24 +2%
MCM
261
MAI Capital Management
Ohio
$4.4K +$2.01K +374 +59%
SWM
262
Spire Wealth Management
Virginia
$4.38K
SC
263
Stephens Consulting
Michigan
$4.38K
APW
264
Atlantic Private Wealth
North Carolina
$4.38K +$5.38K +1,000 New
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$3.37K +$3.24K +603 New
EW
266
Elyxium Wealth
California
$2.62K +$3.22K +599 New
SAM
267
Smartleaf Asset Management
Massachusetts
$2.57K
AWM
268
Activest Wealth Management
Florida
$2.5K +$3.07K +571 New
Optiver Holding
269
Optiver Holding
Netherlands
$2.49K +$3.06K +568 New
MCM
270
MV Capital Management
Maryland
$2.28K -$226 -42 -7%
CMA
271
Cedar Mountain Advisors
Oregon
$2.17K +$48 +9 +2%
SS
272
SBI Securities
Japan
$1.86K -$70 -13 -3%
PMFA
273
Plante Moran Financial Advisors
Michigan
$1.79K
CPG
274
Cornerstone Planning Group
New Jersey
$1.78K +$1.55K +288 +1,920%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$1.78K