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UWM Holdings

228 hedge funds and large institutions have $562M invested in UWM Holdings in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.98M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

5% less funds holding

Funds holding: 241228 (-13)

8.68% less ownership

Funds ownership: 75.99%67.31% (-8.7%)

14% less capital invested

Capital invested by funds: $656M → $562M (-$93.9M)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
92
Reduced
53
Closed
67
Calls
$18.7M
Puts
$8.98M
Net Calls
+$9.74M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$122K +$63.1K +14,358 +95%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$111K
A
128
AlphaQuest
New York
$109K
Cerity Partners
129
Cerity Partners
New York
$108K -$161K -36,597 -58%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$107K
VAS
131
Vestmark Advisory Solutions
Massachusetts
$103K +$109K +24,798 New
SPC
132
Sigma Planning Corp
Michigan
$100K -$1.56K -356 -1%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$99.1K +$20K +4,552 +23%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$96.2K -$36K -8,184 -26%
Stifel Financial
135
Stifel Financial
Missouri
$94.7K +$101K +22,867 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$93.6K +$40.4K +9,189 +69%
TWA
137
Trace Wealth Advisors
California
$93.2K
DS
138
DRW Securities
Illinois
$89K +$94.5K +21,500 New
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$89K -$57 -13 -0.1%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$84.1K -$109K -24,756 -55%
DI
141
DDFG Inc
California
$81.1K +$1.85K +422 +2%
Ameriprise
142
Ameriprise
Minnesota
$79.5K -$27.5K -6,255 -25%
VPIM
143
Vanguard Personalized Indexing Management
California
$78.9K +$23.5K +5,348 +39%
EH
144
Equitable Holdings
New York
$77.2K +$82K +18,646 New
BAM
145
Blueshift Asset Management
New Jersey
$72.4K +$76.9K +17,499 New
PAS
146
Park Avenue Securities
New York
$72K +$76.5K +17,403 New
PPW
147
PACK Private Wealth
Minnesota
$70.5K +$74.8K +17,022 New
NFSG
148
Newbridge Financial Services Group
Florida
$68.7K
FCP
149
Fidelis Capital Partners
Florida
$68.3K -$10.6K -2,421 -13%
PCA
150
Pallas Capital Advisors
Massachusetts
$68.2K -$136K -30,838 -65%

UWMC Hedge Fund Activity: Q2 2025 in Review

228 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2025, worth a combined $562M — down 14% from $656M a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of UWMC and 56 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Vanguard Group, adding an estimated $23.9M. The largest seller was Millennium Management, cutting an estimated $33.8M.

  • 228 institutional investors held UWM Holdings (UWMC) as of Q2 2025, down from 241 in Q1 2025.
  • Funds reported $562M of UWM Holdings stock for Q2 2025, down 14% quarter-over-quarter.
  • 56 funds opened new UWM Holdings positions in Q2 2025 and 67 closed out, a net change of -11 holders.
  • The largest UWM Holdings buyer in Q2 2025 was Vanguard Group, an estimated $23.9M added.
  • The largest UWM Holdings seller in Q2 2025 was Millennium Management, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2025.