We are live on ! Find out more
UWMC icon

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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$206K +$229K +35,127 New
PP
102
PDT Partners
New York
$200K -$452K -69,515 -67%
TSS
103
Two Sigma Securities
New York
$196K +$218K +33,465 New
CAM
104
Cresset Asset Management
Illinois
$191K +$5.43K +834 +3%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$190K -$12.1K -1,856 -5%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$190K -$11.3K -1,732 -5%
QCM
107
Quantinno Capital Management
New York
$189K +$128K +19,736 +159%
SM
108
Salzhauer Michael
$188K +$976K +150,000 New
TMWM
109
Taylor & Morgan Wealth Management
Michigan
$187K +$2.85K +438 +1%
Nomura Holdings
110
Nomura Holdings
Japan
$187K +$208K +31,896 New
CC
111
Corton Capital
Ontario, Canada
$182K -$203K -31,148 -50%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$180K -$2.27M -349,450 -92%
PA
113
Procyon Advisors
Connecticut
$177K -$1.52K -233 -0.8%
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$46.6K +7,164 +31%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$176K +$40.2K +6,181 +26%
BCI
116
Brinker Capital Investments
Pennsylvania
$174K +$128K +19,686 +196%
OPS
117
Orion Portfolio Solutions
Nebraska
$174K +$128K +19,686 +196%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$174K +$22.9K +3,524 +14%
Jane Street
119
Jane Street
New York
$169K -$231K -35,500 -55%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$157K
ASRS
121
Arizona State Retirement System
Arizona
$155K +$2.53K +389 +1%
A
122
AlphaQuest
New York
$154K +$151K +23,188 +749%
BCM
123
Bayesian Capital Management
New York
$147K +$163K +25,000 New
Wolverine Trading
124
Wolverine Trading
Illinois
$145K -$172K -26,425 -51%
SPC
125
Sigma Planning Corp
Michigan
$144K +$156 +24 +0.1%

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.