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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$135K +$133K +15,787 New
ECM
127
Evergreen Capital Management
Washington
$133K
GRP
128
Global Retirement Partners
California
$129K
LWM
129
LJI Wealth Management
Indiana
$129K
FCP
130
Fidelis Capital Partners
Florida
$123K +$818 +97 +0.5%
CB
131
Commerce Bank
Missouri
$122K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$121K +$65.5K +7,772 +120%
Ameriprise
133
Ameriprise
Minnesota
$119K +$21.4K +2,536 +22%
FRA
134
Frank Rimerman Advisors
California
$115K +$160 +19 +0.1%
QC
135
Quent Capital
New York
$114K +$261 +31 +0.2%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$114K -$11.1K -1,315 -9%
ML
137
McAdam LLC
Pennsylvania
$113K +$4.38K +520 +4%
QCM
138
Quantinno Capital Management
New York
$106K +$105K +12,419 New
VPIM
139
Vanguard Personalized Indexing Management
California
$99.1K +$3.41K +405 +4%
HWM
140
HB Wealth Management
Georgia
$97.3K -$860 -102 -0.9%
PA
141
Parallel Advisors
California
$97.3K +$16.2K +1,921 +20%
P
142
Pitcairn
Pennsylvania
$92.2K -$10.6K -1,253 -10%
Cerity Partners
143
Cerity Partners
New York
$89.9K +$211 +25 +0.2%
PMFA
144
Plante Moran Financial Advisors
Michigan
$88.7K
IC
145
IEQ Capital
California
$88.3K
GLA
146
Good Life Advisors
Pennsylvania
$87.2K +$978 +116 +1%
AWA
147
Arkadios Wealth Advisors
Georgia
$86.4K -$54.8K -6,500 -39%
Corient Private Wealth
148
Corient Private Wealth
Florida
$86.2K +$85.3K +10,115 New
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$86.2K -$851 -101 -1%
BCI
150
Brinker Capital Investments
Pennsylvania
$85.4K +$84.5K +10,025 New

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.