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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$85.4K +$84.5K +10,025 New
TRCT
152
Tower Research Capital (TRC)
New York
$83.2K +$69.3K +8,216 +530%
ASN
153
Advisory Services Network
Georgia
$76K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$64.8K +$6.55K +777 +11%
QCG
155
Quadrant Capital Group
Ohio
$60.2K +$1.91K +227 +3%
S
156
SignatureFD
Georgia
$55.5K +$9.57K +1,135 +21%
AB
157
Amalgamated Bank
New York
$50K -$96.4K -11,440 -66%
ABWM
158
Alpine Bank Wealth Management
Colorado
$45.6K +$45.2K +5,358 New
Russell Investments Group
159
Russell Investments Group
United Kingdom
$44.9K -$9.26K -1,098 -17%
ACA
160
Atlas Capital Advisors
Wyoming
$43K
US Bancorp
161
US Bancorp
Minnesota
$40K +$1.31K +155 +3%
MIM
162
MetLife Investment Management
New Jersey
$39.2K -$767 -91 -2%
IA
163
IFP Advisors
Florida
$32.3K
Mirae Asset Global ETFs Holdings
164
Mirae Asset Global ETFs Holdings
Hong Kong
$30.4K -$3.36K -399 -10%
CA
165
CoreCap Advisors
Michigan
$30.1K +$29.7K +3,528 +35,280%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$26.4K
A
167
AlphaQuest
New York
$26.4K -$736K -87,247 -97%
FCG
168
Financial Connections Group
California
$21K +$287 +34 +1%
CAS
169
Coppell Advisory Solutions
Texas
$19.8K
SCM
170
Sterling Capital Management
North Carolina
$19.6K +$19.4K +2,302 New
HFS
171
Hantz Financial Services
Michigan
$19K -$3.58K -425 -16%
LC
172
Lindbrook Capital
California
$19K -$868 -103 -4%
WT
173
Whittier Trust
California
$17.9K
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K
GI
175
GAMMA Investing
California
$15.6K +$160 +19 +1%

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.