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UWM Holdings

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38%75.99% (+22%)

7% more funds holding

Funds holding: 225241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
101
Cresset Asset Management
Illinois
$204K +$28.1K +4,625 +14%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$203K
ASRS
103
Arizona State Retirement System
Arizona
$198K +$60K +9,874 +37%
Osaic Holdings
104
Osaic Holdings
Arizona
$193K -$9.93K -1,634 -4%
Creative Planning
105
Creative Planning
Kansas
$185K +$59.8K +9,848 +41%
TMWM
106
Taylor & Morgan Wealth Management
Michigan
$178K +$3.61K +594 +2%
WPC
107
Wedmont Private Capital
Pennsylvania
$176K -$3.02K -497 -1%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$176K +$16.2K +2,675 +9%
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$8.84K +1,455 +5%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$172K -$5.67K -934 -3%
PA
111
Procyon Advisors
Connecticut
$164K -$929 -153 -0.5%
MFG
112
Merit Financial Group
Georgia
$163K +$182K +29,918 New
Wolverine Trading
113
Wolverine Trading
Illinois
$159K +$17.6K +2,900 +11%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$159K -$20.4K -3,358 -10%
SOW
115
State of Wyoming
Wyoming
$152K +$169K +27,831 New
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$146K
A
117
AlphaQuest
New York
$144K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$141K +$46.7K +7,687 +42%
Ameriprise
119
Ameriprise
Minnesota
$140K -$309K -50,889 -67%
SG Americas Securities
120
SG Americas Securities
New York
$135K -$110K -18,074 -42%
TSS
121
Two Sigma Securities
New York
$135K -$53.2K -8,762 -26%
SPC
122
Sigma Planning Corp
Michigan
$134K +$200 +33 +0.1%
Allianz Asset Management
123
Allianz Asset Management
Germany
$133K +$148K +24,400 New
SM
124
Salzhauer Michael
$128K -$911K -150,000 Closed
STA
125
Summit Trail Advisors
New York
$126K +$137K +22,567 New

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.