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UWM Holdings
UWMC

Overview Fund Activity

242 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
108
Reduced
53
Closed
29
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M

Top Buyers

1
BIP
Brandes Investment Partners
California
$66.8M
2
Millennium Management
Millennium Management
New York
$69M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$82.5M
4
Holocene Advisors
Holocene Advisors
New York
$14.9M
5
FGP
Freestone Grove Partners
California
$14.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Northern Trust
Northern Trust
Illinois
$8.13M
3
BCM
Basswood Capital Management
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
151
Fortem Financial Group
California
$77.7K -$19.9K -3,650 -20%
PAG
152
Private Advisor Group
New Jersey
$76.1K +$464 +85 +0.6%
CC
153
Centiva Capital
New York
$75.6K +$75.6K +13,841 New
HWM
154
HB Wealth Management
Georgia
$75.1K -$1.61K -294 -2%
VPIM
155
Vanguard Personalized Indexing Management
California
$74.9K +$15.5K +2,835 +26%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$74.8K +$74.8K +13,708 New
FPAS
157
Focus Partners Advisor Solutions
Missouri
$74.3K +$74.3K +13,601 New
Russell Investments Group
158
Russell Investments Group
United Kingdom
$73.2K +$64.8K +11,870 +769%
GC
159
Grange Capital
Oregon
$71K +$71K +13,000 New
SPA
160
Sherbrooke Park Advisers
New York
$69.4K -$40K -7,322 -37%
QC
161
Quent Capital
New York
$67.1K +$202 +37 +0.3%
LWM
162
LJI Wealth Management
Indiana
$65K -$546 -100 -0.8%
SFA
163
Sequoia Financial Advisors
Ohio
$64.6K +$64.6K +11,840 New
KAS
164
Kestra Advisory Services
Texas
$64.2K -$2.8K -512 -4%
SFC
165
SYM Financial Corp
Indiana
$63.6K +$63.6K +11,640 New
GLA
166
Good Life Advisors
Pennsylvania
$60.6K +$857 +157 +1%
IAA
167
Independent Advisor Alliance
North Carolina
$58.2K +$58.2K +10,657 New
AWA
168
Arkadios Wealth Advisors
Georgia
$57.9K +$2.53K +463 +5%
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$55K +$55K +10,073 New
QL
170
Quarry LP
New York
$53K +$53K +9,707 New
WSFS
171
Wilmington Savings Fund Society
Delaware
$52.3K -$75.3K -13,790 -59%
Deutsche Bank
172
Deutsche Bank
Germany
$45.3K +$10.1K +1,842 +29%
S
173
SignatureFD
Georgia
$44.5K +$25.6K +4,693 +135%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$44.1K +$10.1K +1,856 +30%
PAS
175
Point72 Asia (Singapore)
Singapore
$39.7K +$39.7K +7,269 New
5 6
7
8 9