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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 55 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

8.71% less ownership

Funds ownership: 76.04%67.34% (-8.7%)

14% less capital invested

Capital invested by funds: $656M → $562M (-$94.1M)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.7M
Puts
$8.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$124K
PA
127
Parallel Advisors
California
$122K
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$111K
A
129
AlphaQuest
New York
$109K
Cerity Partners
130
Cerity Partners
New York
$108K
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$107K
VAS
132
Vestmark Advisory Solutions
Massachusetts
$103K
SPC
133
Sigma Planning Corp
Michigan
$100K
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$99.1K
VOYA Investment Management
135
VOYA Investment Management
Georgia
$96.2K
Stifel Financial
136
Stifel Financial
Missouri
$94.7K
Russell Investments Group
137
Russell Investments Group
United Kingdom
$93.6K
TWA
138
Trace Wealth Advisors
California
$93.2K
DS
139
DRW Securities
Illinois
$89K
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$89K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$84.1K
DI
142
DDFG Inc
California
$81.1K
Ameriprise
143
Ameriprise
Minnesota
$79.5K
VPIM
144
Vanguard Personalized Indexing Management
California
$78.9K
EH
145
Equitable Holdings
New York
$77.2K
BAM
146
Blueshift Asset Management
New Jersey
$72.4K
PAS
147
Park Avenue Securities
New York
$72K
PPW
148
PACK Private Wealth
Minnesota
$70.5K
NFSG
149
Newbridge Financial Services Group
Florida
$68.7K
FCP
150
Fidelis Capital Partners
Florida
$68.3K