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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
EGM
126
Engineers Gate Manager
New York
$143K -$56.2K -8,633 -26%
Creative Planning
127
Creative Planning
Kansas
$141K -$162K -24,878 -51%
WSFS
128
Wilmington Savings Fund Society
Delaware
$137K -$30.5K -4,682 -17%
TWA
129
Trace Wealth Advisors
California
$132K +$146K +22,500 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$123K -$38.5K -5,918 -22%
KK
131
KLP Kapitalforvaltning
Norway
$121K +$132K +20,300 New
SAM
132
Secure Asset Management
Michigan
$119K +$132K +20,339 New
Victory Capital Management
133
Victory Capital Management
Texas
$119K +$22.7K +3,488 +21%
SPA
134
Sherbrooke Park Advisers
New York
$118K +$19.4K +2,975 +17%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$117K -$39 -6 -0%
DI
136
DDFG Inc
California
$111K +$1.63K +250 +1%
FCP
137
Fidelis Capital Partners
Florida
$109K -$651 -100 -0.5%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$107K
FFG
139
Fortem Financial Group
California
$105K -$25.4K -3,900 -18%
Pictet Asset Management
140
Pictet Asset Management
Switzerland
$92.7K
ECM
141
Evergreen Capital Management
Washington
$91.9K
GRP
142
Global Retirement Partners
California
$89.5K +$417 +64 +0.4%
CB
143
Commerce Bank
Missouri
$83.9K
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$83K +$4.29K +660 +5%
HWM
145
HB Wealth Management
Georgia
$82.5K +$17.1K +2,631 +23%
SEI Investments
146
SEI Investments
Pennsylvania
$82.5K +$91.4K +14,049 New
PAG
147
Private Advisor Group
New Jersey
$81.3K -$56.8K -8,735 -39%
TCM
148
Teza Capital Management
Illinois
$78.5K -$46.1K -7,078 -35%
AIM
149
Aigen Investment Management
New York
$77.7K -$36.9K -5,670 -30%
SA
150
Sanctuary Advisors
Indiana
$76.9K +$78.8K +12,105 New

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.