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UWM Holdings

256 hedge funds and large institutions have $1.05B invested in UWM Holdings in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 100 increasing their positions, 53 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

89% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 53

88% more capital invested

Capital invested by funds: $562M → $1.05B (+$492M)

76% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $15.8M

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

12% more funds holding

Funds holding: 228256 (+28)

11.78% more ownership

Funds ownership: 67.31%79.09% (+12%)

Holders
256
Holders Change
+28
Holders Change %
+12.28%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
76
Increased
100
Reduced
53
Closed
46
Calls
$27.8M
Puts
$15.8M
Net Calls
+$12M
Net Calls Change
+$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
101
JCSD Capital
California
$609K +$524K +100,000 +1,000,000%
LGA
102
Lebenthal Global Advisors
New York
$582K -$277K -52,927 -36%
PAP
103
Persistent Asset Partners
Hong Kong
$554K +$477K +90,901 New
STA
104
Summit Trail Advisors
New York
$521K +$442K +84,385 New
SG Americas Securities
105
SG Americas Securities
New York
$521K +$448K +85,528 New
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$498K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$484K +$99.8K +19,031 +31%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$477K -$593K -113,087 -59%
SCM
109
Schnieders Capital Management
California
$469K +$404K +77,050 New
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$467K +$112K +21,372 +39%
VA
111
Vident Advisory
Georgia
$464K +$39.7K +7,570 +11%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$463K +$398K +75,982 New
Capstone Investment Advisors
113
Capstone Investment Advisors
New York
$439K +$37.5K +7,151 +11%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$431K +$265K +50,500 +249%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$430K -$14.4K -2,743 -4%
CSS
116
Cubist Systematic Strategies
Connecticut
$413K +$355K +67,745 New
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$411K +$49.7K +9,473 +16%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$375K +$205K +39,034 +173%
AV
119
Alamea Verwaltungs
New Jersey
$332K +$286K +54,463 New
Dimensional Fund Advisors
120
Dimensional Fund Advisors
Texas
$324K -$1.24M -237,022 -82%
PCM
121
Penserra Capital Management
California
$322K
US Bancorp
122
US Bancorp
Minnesota
$320K +$261K +49,780 +1,762%
DWM
123
Dynasty Wealth Management
Florida
$310K +$267K +50,937 New
ASRS
124
Arizona State Retirement System
Arizona
$309K +$19.8K +3,785 +8%
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$304K

UWMC Hedge Fund Activity: Q3 2025 in Review

256 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2025, worth a combined $1.05B — up 88% from $562M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UWMC positions and 46 closed out — a net gain of 30 holders — while 100 added to existing stakes and 53 trimmed.

The largest buyer was Integrated Investment Consultants, opening a new position worth an estimated $28.1M. The largest seller was Brandes Investment Partners, exiting entirely with an estimated $50.6M sold.

  • 256 institutional investors held UWM Holdings (UWMC) as of Q3 2025, up from 228 in Q2 2025.
  • Funds reported $1.05B of UWM Holdings stock for Q3 2025, up 88% quarter-over-quarter.
  • 76 funds opened new UWM Holdings positions in Q3 2025 and 46 closed out, a net change of +30 holders.
  • The largest UWM Holdings buyer in Q3 2025 was Integrated Investment Consultants, an estimated $28.1M added.
  • The largest UWM Holdings seller in Q3 2025 was Brandes Investment Partners, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2025.