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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

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 219225 (+6)

19% less capital invested

Capital invested by funds: $621M → $504M (-$117M)

21.92% less ownership

Funds ownership: 76.3%54.38% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.96%
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
Change in
Stake
TC
151
TownSquare Capital
Utah
$72.4K +$80.3K +12,340 New
KAS
152
Kestra Advisory Services
Texas
$72K +$79.9K +12,271 New
QC
153
Quent Capital
New York
$72K -$8.06K -1,238 -9%
LWM
154
LJI Wealth Management
Indiana
$70.4K -$20.6K -3,160 -21%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$70K -$14.6K -2,249 -16%
GLA
156
Good Life Advisors
Pennsylvania
$64.3K +$4.67K +718 +7%
VPIM
157
Vanguard Personalized Indexing Management
California
$63.8K -$4.88K -750 -6%
AWA
158
Arkadios Wealth Advisors
Georgia
$59.5K
PA
159
Parallel Advisors
California
$55.6K -$12.7K -1,950 -17%
Deutsche Bank
160
Deutsche Bank
Germany
$37.9K +$42K +6,455 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$36.5K -$9.05K -1,390 -18%
AB
162
Amalgamated Bank
New York
$34K
US Bancorp
163
US Bancorp
Minnesota
$27.6K +$26 +4 +0.1%
MIM
164
MetLife Investment Management
New Jersey
$26.5K -$586 -90 -2%
QCG
165
Quadrant Capital Group
Ohio
$23.9K -$19.5K -2,992 -42%
IA
166
IFP Advisors
Florida
$23K +$833 +128 +3%
S
167
SignatureFD
Georgia
$20.3K -$19.8K -3,049 -47%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$17.6K
GI
169
GAMMA Investing
California
$17.1K +$7.02K +1,079 +59%
SCM
170
Sterling Capital Management
North Carolina
$16.5K +$3.37K +517 +22%
HFS
171
Hantz Financial Services
Michigan
$16K +$3.32K +510 +23%
NFSG
172
Newbridge Financial Services Group
Florida
$15.3K +$16.3K +2,500 +2,500%
FCG
173
Financial Connections Group
California
$15K +$228 +35 +1%
WT
174
Whittier Trust
California
$12.3K
HCP
175
Hexagon Capital Partners
Arkansas
$12.2K +$3.92K +603 +41%

UWMC Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2024, worth a combined $504M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UWMC positions and 43 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $21.8M sold.

  • 225 institutional investors held UWM Holdings (UWMC) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $504M of UWM Holdings stock for Q4 2024, down 19% quarter-over-quarter.
  • 52 funds opened new UWM Holdings positions in Q4 2024 and 43 closed out, a net change of +9 holders.
  • The largest UWM Holdings buyer in Q4 2024 was Balyasny Asset Management, an estimated $24.1M added.
  • The largest UWM Holdings seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.