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UWM Holdings

192 hedge funds and large institutions have $371M invested in UWM Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $8.89M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

4% more funds holding

Funds holding: 184192 (+8)

3.48% more ownership

Funds ownership: 52.88%56.36% (+3.5%)

2% more capital invested

Capital invested by funds: $363M → $371M (+$7.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
20
Calls
$20.2M
Puts
$8.89M
Net Calls
+$11.4M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
101
DDFG Inc
California
$127K +$1.9K +277 +2%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$126K
RJA
103
Raymond James & Associates
Florida
$122K +$2.8K +407 +2%
AB
104
Amalgamated Bank
New York
$120K -$5.79K -842 -5%
BTI
105
Blue Trust Inc
Georgia
$119K +$113K +16,450 New
N
106
Numerai
California
$117K +$116K +16,940 New
NRD
107
Nebula Research & Development
New York
$117K +$116K +16,849 New
AWA
108
Arkadios Wealth Advisors
Georgia
$115K -$3.44K -500 -3%
Simplex Trading
109
Simplex Trading
Illinois
$114K +$113K +16,471 New
ECM
110
Evergreen Capital Management
Washington
$108K -$1.42K -206 -1%
Wolverine Trading
111
Wolverine Trading
Illinois
$106K +$13.8K +2,014 +15%
GRP
112
Global Retirement Partners
California
$105K
LWM
113
LJI Wealth Management
Indiana
$105K +$104K +15,160 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$101K -$13.9K -2,025 -12%
CB
115
Commerce Bank
Missouri
$99.1K
QC
116
Quent Capital
New York
$93.3K +$234 +34 +0.3%
FRA
117
Frank Rimerman Advisors
California
$93.3K +$92.5K +13,460 New
GS
118
GTS Securities
New York
$92.8K -$69.5K -10,108 -43%
ML
119
McAdam LLC
Pennsylvania
$88.2K +$12.1K +1,758 +16%
IIM
120
INTECH Investment Management
Florida
$85.4K +$84.7K +12,328 New
P
121
Pitcairn
Pennsylvania
$83.7K -$18.6K -2,704 -18%
HWM
122
HB Wealth Management
Georgia
$79.9K +$7.43K +1,082 +10%
Ameriprise
123
Ameriprise
Minnesota
$79.1K -$423K -61,533 -84%
VPIM
124
Vanguard Personalized Indexing Management
California
$77.8K +$6.96K +1,013 +10%
X
125
Xponance
Pennsylvania
$76.5K +$75.8K +11,032 New

UWMC Hedge Fund Activity: Q2 2024 in Review

192 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2024, worth a combined $371M — up 2.1% from $363M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 20 closed out — a net gain of 12 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.45M. The largest seller was Victory Capital Management, cutting an estimated $5.39M.

  • 192 institutional investors held UWM Holdings (UWMC) as of Q2 2024, up from 184 in Q1 2024.
  • Funds reported $371M of UWM Holdings stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest UWM Holdings buyer in Q2 2024 was First Trust Advisors, an estimated $5.45M added.
  • The largest UWM Holdings seller in Q2 2024 was Victory Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2024.