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UWM Holdings

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38%75.99% (+22%)

7% more funds holding

Funds holding: 225241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$76.1K +$516 +85 +0.6%
CC
152
Centiva Capital
New York
$75.6K +$84.1K +13,841 New
HWM
153
HB Wealth Management
Georgia
$75.1K -$1.79K -294 -2%
VPIM
154
Vanguard Personalized Indexing Management
California
$74.9K +$17.2K +2,835 +26%
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$74.8K +$83.3K +13,708 New
FPAS
156
Focus Partners Advisor Solutions
Missouri
$74.3K +$82.6K +13,601 New
Russell Investments Group
157
Russell Investments Group
United Kingdom
$73.2K +$72.1K +11,870 +769%
GC
158
Grange Capital
Oregon
$71K +$79K +13,000 New
SPA
159
Sherbrooke Park Advisers
New York
$69.4K -$44.5K -7,322 -37%
QC
160
Quent Capital
New York
$67.1K +$225 +37 +0.3%
LWM
161
LJI Wealth Management
Indiana
$65K -$607 -100 -0.8%
SFA
162
Sequoia Financial Advisors
Ohio
$64.6K +$71.9K +11,840 New
KAS
163
Kestra Advisory Services
Texas
$64.2K -$3.11K -512 -4%
SFC
164
SYM Financial Corp
Indiana
$63.6K +$70.7K +11,640 New
GLA
165
Good Life Advisors
Pennsylvania
$60.6K +$954 +157 +1%
IAA
166
Independent Advisor Alliance
North Carolina
$58.2K +$64.7K +10,657 New
AWA
167
Arkadios Wealth Advisors
Georgia
$57.9K +$2.81K +463 +5%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$55K +$61.2K +10,073 New
QL
169
Quarry LP
New York
$53K +$59K +9,707 New
WSFS
170
Wilmington Savings Fund Society
Delaware
$52.3K -$83.8K -13,790 -59%
Deutsche Bank
171
Deutsche Bank
Germany
$45.3K +$11.2K +1,842 +29%
S
172
SignatureFD
Georgia
$44.5K +$28.5K +4,693 +135%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$44.1K +$11.3K +1,856 +30%
PAS
174
Point72 Asia (Singapore)
Singapore
$39.7K +$44.2K +7,269 New
EWA
175
EverSource Wealth Advisors
Alabama
$39.3K +$33.2K +5,458 +314%

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.