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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
Wells Fargo
76
Wells Fargo
California
$381K +$38.1K +5,849 +10%
Mariner
77
Mariner
Kansas
$378K +$20.3K +3,126 +5%
PAP
78
Persistent Asset Partners
Hong Kong
$375K +$404K +62,131 New
PEAK6
79
PEAK6
Illinois
$367K +$407K +62,603 New
1WA
80
180 Wealth Advisors
Washington
$363K +$103K +15,878 +35%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$328K +$45.4K +6,976 +14%
Allspring Global Investments
82
Allspring Global Investments
North Carolina
$322K +$189K +29,042 +104%
PFO
83
PMC FIG Opportunities
Israel
$318K +$353K +54,241 New
Walleye Trading
84
Walleye Trading
New York
$296K -$613K -94,195 -65%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$293K
PCM
86
Penserra Capital Management
California
$286K +$75.1K +11,533 +31%
PCM
87
Polymer Capital Management
New York
$277K +$307K +47,129 New
DS
88
DRW Securities
Illinois
$276K +$306K +47,073 New
CM
89
Caption Management
Oklahoma
$264K +$293K +45,000 New
QC
90
Quadrature Capital
United Kingdom
$263K +$24.1K +3,699 +9%
SG Americas Securities
91
SG Americas Securities
New York
$251K +$152K +23,424 +121%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$243K +$1.69K +260 +0.6%
BFG
93
Bleakley Financial Group
New Jersey
$233K +$69.9K +10,734 +37%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$228K
IC
95
IEQ Capital
California
$227K +$184K +28,319 +273%
WPC
96
Wedmont Private Capital
Pennsylvania
$223K +$135K +20,744 +103%
PFSRSONJ
97
Police & Firemen's Retirement System of New Jersey
New Jersey
$218K +$242K +37,137 New
AC
98
Aristeia Capital
Connecticut
$218K +$241K +37,093 New
Osaic Holdings
99
Osaic Holdings
Arizona
$217K +$49.4K +7,592 +26%
Holocene Advisors
100
Holocene Advisors
New York
$212K -$1.08M -165,743 -82%

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.