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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
RIL
276
Rothschild Investment LLC
Illinois
$1.62K +$242 +45 +14%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$1.56K +$1.88K +350 +5,833%
SIC
278
SJS Investment Consulting
Ohio
$1.15K +$1.42K +263 New
JFGIW
279
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.13K
C
280
Covestor
United Kingdom
$1K +$1.12K +209 +633%
TCM
281
Tradewinds Capital Management
Washington
$876
CA
282
Clearstead Advisors
Ohio
$859 -$2.88K -535 -73%
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$762 +$936 +174 New
CFM
284
Cornerstone Financial Management
Massachusetts
$760 +$936 +174 New
SC
285
SouthState Corp
Florida
$517 -$941 -175 -60%
BWL
286
Bogart Wealth LLC
Virginia
$517
TM
287
Torren Management
California
$469 +$576 +107 New
LFG
288
Larson Financial Group
Missouri
$361
SWM
289
SHP Wealth Management
Massachusetts
$328 +$403 +75 New
BTI
290
Blue Trust Inc
Georgia
$298 +$156 +29 +74%
TC
291
Trust Company
Kansas
$293 +$360 +67 New
FC
292
Financial Consulate
Maryland
$263 +$323 +60 New
GSWM
293
Golden State Wealth Management
California
$105
TFM
294
TFC Financial Management
Massachusetts
$62
DWA
295
Delos Wealth Advisors
Texas
$44
TPBG
296
Turning Point Benefit Group
Maryland
$39
DF
297
Dunhill Financial
United Kingdom
$19 +$22 +4 New
HFS
298
Hughes Financial Services
Virginia
$4 +$5 +1 New
SPC
299
Slate Path Capital
New York
-$28.3M -4,654,000 Closed
SIG
300
Senator Investment Group
New York
-$13.2M -2,160,000 Closed