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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
GCP
51
GSA Capital Partners
United Kingdom
$1M -$391K -60,019 -26%
Barclays
52
Barclays
United Kingdom
$898K +$826K +126,890 +488%
UOC
53
UBS O'Connor
Illinois
$839K +$931K +143,000 New
Walleye Capital
54
Walleye Capital
New York
$795K -$768K -118,055 -47%
Simplex Trading
55
Simplex Trading
Illinois
$760K +$843K +129,483 New
Point72 Asset Management
56
Point72 Asset Management
Connecticut
$696K -$42.2K -6,489 -5%
XT
57
XTX Topco
Cayman Islands
$664K +$736K +113,109 New
EIP
58
Easterly Investment Partners
Massachusetts
$649K +$719K +110,500 New
Invesco
59
Invesco
Georgia
$643K -$3.25M -499,240 -82%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$587K -$29.5K -4,539 -4%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$578K +$640K +98,382 New
LGA
62
Lebenthal Global Advisors
New York
$574K +$363K +55,785 +133%
IIC
63
Integrated Investment Consultants
Michigan
$563K -$31.1K -4,774 -5%
NRD
64
Nebula Research & Development
New York
$532K +$590K +90,612 New
Citigroup
65
Citigroup
New York
$510K +$442K +67,910 +358%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$509K +$337K +51,732 +148%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$500K -$2.99K -459 -0.5%
AC
68
AXQ Capital
New Jersey
$468K +$519K +79,682 New
Legal & General Group
69
Legal & General Group
United Kingdom
$457K -$109K -16,808 -18%
Ameriprise
70
Ameriprise
Minnesota
$448K +$406K +62,370 +450%
CMF
71
Counterpoint Mutual Funds
California
$427K +$282K +43,331 +147%
VA
72
Vident Advisory
Georgia
$416K -$292K -44,887 -39%
IMC Chicago
73
IMC Chicago
Illinois
$413K -$81.3K -12,495 -15%
FGP
74
Freestone Grove Partners
California
$395K +$438K +67,343 New
TRCT
75
Tower Research Capital (TRC)
New York
$392K +$371K +57,011 +584%

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.