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UWM Holdings

225 hedge funds and large institutions have $504M invested in UWM Holdings in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
87
Reduced
65
Closed
43
Calls
$18.9M
Puts
$15.8M
Net Calls
+$3.15M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
151
TownSquare Capital
Utah
$72.4K +$72.4K +12,340 New
KAS
152
Kestra Advisory Services
Texas
$72K +$72K +12,271 New
QC
153
Quent Capital
New York
$72K -$7.27K -1,238 -9%
LWM
154
LJI Wealth Management
Indiana
$70.4K -$18.5K -3,160 -21%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$70K -$13.1K -2,249 -16%
GLA
156
Good Life Advisors
Pennsylvania
$64.3K +$4.22K +718 +7%
VPIM
157
Vanguard Personalized Indexing Management
California
$63.8K -$4.4K -750 -6%
AWA
158
Arkadios Wealth Advisors
Georgia
$59.5K
PA
159
Parallel Advisors
California
$55.6K -$11.4K -1,950 -17%
Deutsche Bank
160
Deutsche Bank
Germany
$37.9K +$37.9K +6,455 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$36.5K -$8.16K -1,390 -18%
AB
162
Amalgamated Bank
New York
$34K
US Bancorp
163
US Bancorp
Minnesota
$27.6K +$23 +4 +0.1%
MIM
164
MetLife Investment Management
New Jersey
$26.5K -$528 -90 -2%
QCG
165
Quadrant Capital Group
Ohio
$23.9K -$17.6K -2,992 -42%
IA
166
IFP Advisors
Florida
$23K +$751 +128 +3%
S
167
SignatureFD
Georgia
$20.3K -$17.9K -3,049 -47%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$17.6K
GI
169
GAMMA Investing
California
$17.1K +$6.33K +1,079 +59%
SCM
170
Sterling Capital Management
North Carolina
$16.5K +$3.04K +517 +22%
HFS
171
Hantz Financial Services
Michigan
$16K +$2.98K +510 +23%
NFSG
172
Newbridge Financial Services Group
Florida
$15.3K +$14.7K +2,500 +2,500%
FCG
173
Financial Connections Group
California
$15K +$204 +35 +1%
WT
174
Whittier Trust
California
$12.3K
HCP
175
Hexagon Capital Partners
Arkansas
$12.2K +$3.54K +603 +41%