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UWM Holdings
UWMC

Overview Fund Activity

242 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
108
Reduced
53
Closed
29
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M

Top Buyers

1
BIP
Brandes Investment Partners
California
$66.8M
2
Millennium Management
Millennium Management
New York
$69M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$82.5M
4
Holocene Advisors
Holocene Advisors
New York
$14.9M
5
FGP
Freestone Grove Partners
California
$14.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Northern Trust
Northern Trust
Illinois
$8.13M
3
BCM
Basswood Capital Management
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
126
Summit Trail Advisors
New York
$126K +$126K +22,567 New
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$123K +$14.3K +2,611 +13%
TWA
128
Trace Wealth Advisors
California
$123K – – –
Corient Private Wealth
129
Corient Private Wealth
Florida
$121K +$121K +22,235 New
TC
130
TownSquare Capital
Utah
$119K +$51.3K +9,405 +76%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$117K +$2.63K +483 +2%
OR
132
Olympiad Research
Connecticut
$117K +$117K +21,342 New
FRM
133
Fox Run Management
Connecticut
$115K +$115K +20,991 New
KK
134
KLP Kapitalforvaltning
Norway
$113K – – –
SAM
135
Secure Asset Management
Michigan
$111K – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$111K +$111K +20,276 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$106K -$86K -15,750 -45%
DI
138
DDFG Inc
California
$105K +$1.82K +333 +2%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$101K +$24.4K +4,476 +32%
DTL
140
Dynamic Technology Lab
Singapore
$92K +$92K +16,997 New
BCI
141
Brinker Capital Investments
Pennsylvania
$91.3K -$70.9K -12,993 -44%
OPS
142
Orion Portfolio Solutions
Nebraska
$91.3K -$70.9K -12,993 -44%
NFSG
143
Newbridge Financial Services Group
Florida
$90.6K +$76.4K +14,000 +538%
ECM
144
Evergreen Capital Management
Washington
$89.4K +$3.85K +693 +4%
PCM
145
Prelude Capital Management
New York
$87.7K +$87.7K +16,066 New
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$86.2K – – –
PA
147
Parallel Advisors
California
$82.9K +$31.2K +5,709 +60%
FCP
148
Fidelis Capital Partners
Florida
$82.8K +$280 +63 +0.3%
SEI Investments
149
SEI Investments
Pennsylvania
$79.8K +$3.11K +569 +4%
CB
150
Commerce Bank
Missouri
$78.1K – – –
4 5
6
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