We are live on ! Find out more
UWMC icon

UWM Holdings

283 hedge funds and large institutions have $751M invested in UWM Holdings in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

5% less funds holding

Funds holding: 297283 (-14)

14.48% less ownership

Funds ownership: 84.91%70.43% (-14%)

21% less capital invested

Capital invested by funds: $949M → $751M (-$198M)

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
65
Increased
99
Reduced
84
Closed
72
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.8M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$797K -$470K -102,159 -32%
LGA
77
Lebenthal Global Advisors
New York
$788K +$116K +25,239 +13%
DT
78
DV Trading
Illinois
$760K
Marshall Wace
79
Marshall Wace
United Kingdom
$759K -$4.93M -1,071,248 -84%
WAM
80
Wolverine Asset Management
Illinois
$733K +$932K +202,453 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$710K -$128K -27,722 -12%
Group One Trading
82
Group One Trading
Illinois
$684K -$567K -123,224 -39%
ACM
83
Aquatic Capital Management
Illinois
$600K +$484K +105,152 +174%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$579K +$41.7K +9,057 +6%
MLM
85
Mount Lucas Management
Pennsylvania
$578K +$19.8K +4,300 +3%
Legal & General Group
86
Legal & General Group
United Kingdom
$555K -$80.8K -17,561 -10%
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$532K +$420K +91,315 +165%
PCWA
88
Pacific Capital Wealth Advisors
California
$518K +$658K +143,000 New
Handelsbanken Fonder
89
Handelsbanken Fonder
Sweden
$512K +$267K +58,100 +70%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$504K +$75.5K +16,408 +13%
Simplex Trading
91
Simplex Trading
Illinois
$502K +$638K +138,546 New
VAM
92
Vanguard Asset Management
$500K +$635K +137,995 New
WorldQuant Millennium Advisors
93
WorldQuant Millennium Advisors
New York
$492K -$51.4K -11,167 -8%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$457K +$408K +88,765 +223%
PCM
95
Prana Capital Management
Connecticut
$452K -$1.46M -317,724 -72%
PI
96
PineBridge Investments
New York
$450K +$572K +124,396 New
QCM
97
Quantinno Capital Management
New York
$433K -$2.26M -490,397 -80%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$419K +$172K +37,438 +48%
CCM
99
Corsair Capital Management
New York
$416K +$529K +115,000 New
SWASL
100
Spartan Wealth Advisory Services LLC
Michigan
$392K +$498K +108,171 New

UWMC Hedge Fund Activity: Q1 2026 in Review

283 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2026, worth a combined $751M — down 21% from $949M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of UWMC and 65 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 99 added.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $49.5M sold.

  • 283 institutional investors held UWM Holdings (UWMC) as of Q1 2026, down from 297 in Q4 2025.
  • Funds reported $751M of UWM Holdings stock for Q1 2026, down 21% quarter-over-quarter.
  • 65 funds opened new UWM Holdings positions in Q1 2026 and 72 closed out, a net change of -7 holders.
  • The largest UWM Holdings buyer in Q1 2026 was Fidelity Investments, an estimated $48.3M added.
  • The largest UWM Holdings seller in Q1 2026 was Azora Capital LP, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2026.