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UWM Holdings

184 hedge funds and large institutions have $363M invested in UWM Holdings in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+1
Holders Change %
+0.55%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
75
Reduced
50
Closed
27
Calls
$25.7M
Puts
$6.31M
Net Calls
+$19.4M
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Shares
Change %
GI
151
GAMMA Investing
California
$10.4K +$617 +85 +6%
NA
152
NewEdge Advisors
Louisiana
$9.73K
CFO
153
CVA Family Office
Colorado
$9.44K
LC
154
Lindbrook Capital
California
$9.26K +$356 +49 +4%
CMP
155
Coston McIsaac & Partners
Maine
$9K +$132 +19 +1%
DFA
156
DHJJ Financial Advisors
Illinois
$7.99K +$123 +17 +2%
AIG
157
American International Group
New York
$7.59K -$51 -7 -0.7%
SC
158
Stephens Consulting
Michigan
$7.26K
SWM
159
Spire Wealth Management
Virginia
$7.26K
SS
160
Sunbelt Securities
Texas
$7.13K +$102 +14 +1%
VAMG
161
Voisard Asset Management Group
Michigan
$6.93K
FFO
162
Fortitude Family Office
Arizona
$5.62K
BHWM
163
Beaird Harris Wealth Management
Texas
$4.58K +$261 +36 +6%
SPIA
164
Steward Partners Investment Advisory
New York
$4.53K +$73 +10 +2%
OLVIG
165
Oliver Lagore Vanvalin Investment Group
Michigan
$3.98K +$1.5K +206 +60%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$3.66K +$3.66K +504 New
GFPC
167
Global Financial Private Client
Florida
$3.29K +$3.29K +502 New
CMA
168
Cedar Mountain Advisors
Oregon
$3.27K
PMFA
169
Plante Moran Financial Advisors
Michigan
$2.96K
FFA
170
Farther Finance Advisors
California
$2.53K +$1.64K +250 +185%
PFBT
171
Parkside Financial Bank & Trust
Missouri
$2.12K
Comerica Bank
172
Comerica Bank
Texas
$1.96K
CPG
173
Cornerstone Planning Group
New Jersey
$1.47K +$1.47K +216 New
NFSG
174
Newbridge Financial Services Group
Florida
$1.45K -$50.8K -7,000 -97%
TCM
175
Tradewinds Capital Management
Washington
$1.45K