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UWM Holdings
UWMC

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38% → 75.99% (+22%)

7% more funds holding

Funds holding: 225 → 241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$74.3M
2
Millennium Management
Millennium Management
New York
+$62.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.8M
4
Holocene Advisors
Holocene Advisors
New York
+$16.4M
5
FGP
Freestone Grove Partners
California
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$21.9M
2
Northern Trust
Northern Trust
Illinois
-$9.09M
3
BCM
Basswood Capital Management
New York
-$6.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.68M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$3.44M +$3.82M +629,700 New
UBS Group
27
UBS Group
Switzerland
$3.2M -$2.52M -414,859 -41%
Charles Schwab
28
Charles Schwab
California
$3.14M -$35.7K -5,871 -1%
CCA
29
Carrera Capital Advisors
Michigan
$2.68M +$1.7M +279,996 +139%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$2.58M +$1.41M +231,346 +96%
Verition Fund Management
31
Verition Fund Management
Connecticut
$2.45M +$1.31M +215,885 +93%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$2.23M +$300K +49,352 +14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.23M +$329K +54,160 +15%
QT
34
Quantbot Technologies
New York
$2.21M +$854K +140,628 +53%
BFM
35
Boothbay Fund Management
New York
$2.13M +$1.24M +203,986 +109%
Victory Capital Management
36
Victory Capital Management
Texas
$2.08M +$2.19M +360,545 +1,773%
NCL
37
Nishkama Capital LLC
Puerto Rico
$2.04M +$2.27M +374,053 New
Squarepoint
38
Squarepoint
New York
$1.82M -$4.47M -735,797 -69%
SFI
39
Susquehanna Fundamental Investments
Pennsylvania
$1.47M -$517K -85,111 -24%
UBS AM
40
UBS AM
Illinois
$1.46M +$433K +71,211 +36%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.34M +$414K +68,100 +39%
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.32M +$115K +18,858 +8%
Group One Trading
43
Group One Trading
Illinois
$1.22M +$30K +4,935 +2%
LPL Financial
44
LPL Financial
California
$1.21M -$208K -34,190 -13%
N
45
Nuveen
North Carolina
$1.19M -$118K -19,381 -8%
II
46
Inspire Investing
Idaho
$1.18M +$169K +27,751 +15%
IC
47
IEQ Capital
California
$1.13M +$1.02M +168,567 +436%
Citigroup
48
Citigroup
New York
$1.12M +$717K +118,020 +136%
MLM
49
Mount Lucas Management
Pennsylvania
$1.04M +$1.16M +191,000 New
BHCM
50
Brevan Howard Capital Management
Jersey
$1M +$1.11M +183,379 New
1
2
3 4 5

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.