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UWM Holdings

225 hedge funds and large institutions have $504M invested in UWM Holdings in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 219225 (+6)

19% less capital invested

Capital invested by funds: $621M → $504M (-$117M)

21.92% less ownership

Funds ownership: 76.3%54.38% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
87
Reduced
65
Closed
43
Calls
$18.9M
Puts
$15.8M
Net Calls
+$3.15M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Trexquant Investment
Connecticut
$2.45M +$2.72M +417,432 New
Bank of America
27
Bank of America
North Carolina
$2.29M -$3.07M -470,993 -55%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$2.11M +$2.34M +359,382 New
SFI
29
Susquehanna Fundamental Investments
Pennsylvania
$2.08M +$2.31M +355,155 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.08M +$449K +69,037 +24%
TI
31
Tidal Investments
Wisconsin
$1.71M -$1.03M -158,065 -35%
QT
32
Quantbot Technologies
New York
$1.55M -$66.3K -10,192 -4%
LPL Financial
33
LPL Financial
California
$1.5M +$274K +42,042 +20%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$1.42M +$250K +38,480 +19%
N
35
Nuveen
North Carolina
$1.39M -$33.6K -5,168 -2%
Verition Fund Management
36
Verition Fund Management
Connecticut
$1.37M +$476K +73,158 +46%
Marshall Wace
37
Marshall Wace
United Kingdom
$1.36M +$1.11M +170,055 +273%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.31M +$1.2M +184,299 +469%
Group One Trading
39
Group One Trading
Illinois
$1.28M +$1.16M +178,505 +449%
BPC
40
Bryce Point Capital
New York
$1.25M +$1.39M +213,036 New
CCA
41
Carrera Capital Advisors
Michigan
$1.2M +$6.54K +1,005 +0.5%
AQR Capital Management
42
AQR Capital Management
Connecticut
$1.18M -$255K -39,218 -16%
UBS AM
43
UBS AM
Illinois
$1.16M +$179K +27,531 +16%
SSA
44
Schonfeld Strategic Advisors
New York
$1.15M -$5.14M -789,366 -80%
II
45
Inspire Investing
Idaho
$1.11M +$62.4K +9,591 +5%
BFM
46
Boothbay Fund Management
New York
$1.1M +$1.21M +186,589 New
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$1.05M -$86.4K -13,280 -7%
PCM
48
Prana Capital Management
Connecticut
$1.04M +$743K +114,106 +180%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.04M
MCM
50
Mork Capital Management
California
$1.02M +$1.13M +173,000 New

UWMC Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2024, worth a combined $504M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UWMC positions and 43 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $21.8M sold.

  • 225 institutional investors held UWM Holdings (UWMC) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $504M of UWM Holdings stock for Q4 2024, down 19% quarter-over-quarter.
  • 52 funds opened new UWM Holdings positions in Q4 2024 and 43 closed out, a net change of +9 holders.
  • The largest UWM Holdings buyer in Q4 2024 was Balyasny Asset Management, an estimated $24.1M added.
  • The largest UWM Holdings seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.