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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
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$123K +$15.9K +2,611 +13%
TWA
127
Trace Wealth Advisors
California
$123K
Corient Private Wealth
128
Corient Private Wealth
Florida
$121K +$135K +22,235 New
TC
129
TownSquare Capital
Utah
$119K +$57.1K +9,405 +76%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$117K +$2.93K +483 +2%
OR
131
Olympiad Research
Connecticut
$117K +$130K +21,342 New
FRM
132
Fox Run Management
Connecticut
$115K +$128K +20,991 New
KK
133
KLP Kapitalforvaltning
Norway
$113K
SAM
134
Secure Asset Management
Michigan
$111K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$111K +$123K +20,276 New
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$106K -$95.7K -15,750 -45%
DI
137
DDFG Inc
California
$105K +$2.02K +333 +2%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$101K +$27.2K +4,476 +32%
DTL
139
Dynamic Technology Lab
Singapore
$92K +$103K +16,997 New
BCI
140
Brinker Capital Investments
Pennsylvania
$91.3K -$78.9K -12,993 -44%
OPS
141
Orion Portfolio Solutions
Nebraska
$91.3K -$78.9K -12,993 -44%
NFSG
142
Newbridge Financial Services Group
Florida
$90.6K +$85K +14,000 +538%
ECM
143
Evergreen Capital Management
Washington
$89.4K +$4.21K +693 +4%
PCM
144
Prelude Capital Management
New York
$87.7K +$97.6K +16,066 New
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$86.2K
PA
146
Parallel Advisors
California
$82.9K +$34.7K +5,709 +60%
FCP
147
Fidelis Capital Partners
Florida
$82.8K +$383 +63 +0.3%
SEI Investments
148
SEI Investments
Pennsylvania
$79.8K +$3.46K +569 +4%
CB
149
Commerce Bank
Missouri
$78.1K
FFG
150
Fortem Financial Group
California
$77.7K -$22.2K -3,650 -20%

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.