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
SSG
326
Summit Securities Group
New York
-$53.6K -8,808 Closed
Simplex Trading
327
Simplex Trading
Illinois
-$35.8K -6,664 Closed
ASN
328
Advisory Services Network
Georgia
-$37.6K -6,178 Closed
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
-$18.9K -3,101 Closed
PS
330
Principal Securities
Iowa
-$10.7K -1,760 Closed
LP
331
LMR Partners
United Kingdom
-$5.48K -900 Closed
DAM
332
Delta Asset Management
Tennessee
-$3.81K -625 Closed
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
-$2.08K -341 Closed
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
-$2K -298 Closed
JWM
335
JPL Wealth Management
Colorado
-$792 -130 Closed
MG
336
Mather Group
Illinois
-$481 -79 Closed
IW
337
Imprint Wealth
South Carolina
-$195 -32 Closed