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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
FCP
326
Fidelis Capital Partners
Florida
-$71.9K -16,424 Closed
VCM
327
Voleon Capital Management
California
-$67.1K -15,322 Closed
NAM
328
NorthCrest Asset Manangement
Minnesota
-$66.5K -14,951 Closed
Commonwealth Equity Services
329
Commonwealth Equity Services
Massachusetts
-$60.5K -13,818 Closed
Stifel Financial
330
Stifel Financial
Missouri
-$55.2K -12,609 Closed
PPW
331
Parcion Private Wealth
Washington
-$47.3K -10,809 Closed
KCP
332
Kera Capital Partners
California
-$53K -10,785 Closed
IC
333
Inscription Capital
Texas
-$44.8K -10,237 Closed
QL
334
Quarry LP
New York
-$30.1K -6,879 Closed
AA
335
Ancora Advisors
Ohio
-$12.6K -2,884 Closed
ANBT
336
American National Bank & Trust
Texas
-$6.57K -1,500 Closed
BNP Paribas Asset Management
337
BNP Paribas Asset Management
France
-$6K -1,474 Closed
EW
338
Elyxium Wealth
California
-$2.62K -599 Closed
AWM
339
Activest Wealth Management
Florida
-$2.63K -571 Closed
Optiver Holding
340
Optiver Holding
Netherlands
-$2.49K -568 Closed
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
-$1.87K -406 Closed
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
-$1.56K -356 Closed
CPG
343
Cornerstone Planning Group
New Jersey
-$1.78K -303 Closed
SIC
344
SJS Investment Consulting
Ohio
-$1.15K -263 Closed
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.13K -252 Closed
CA
346
Clearstead Advisors
Ohio
-$859 -196 Closed
C
347
Covestor
United Kingdom
-$884 -192 -79%
CFM
348
Cornerstone Financial Management
Massachusetts
-$760 -174 Closed
SC
349
SouthState Corp
Florida
-$517 -118 Closed
SWM
350
SHP Wealth Management
Massachusetts
-$328 -75 Closed

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.