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UWM Holdings

228 hedge funds and large institutions have $562M invested in UWM Holdings in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

8.71% less ownership

Funds ownership: 76.04%67.34% (-8.7%)

14% less capital invested

Capital invested by funds: $656M → $562M (-$94.1M)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.7M
Puts
$8.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
151
Pallas Capital Advisors
Massachusetts
$68.2K
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$67K
CI
153
Cherokee Insurance
Michigan
$66.2K
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$65.4K
BCI
155
Brinker Capital Investments
Pennsylvania
$65.2K
GRP
156
Global Retirement Partners
California
$62.1K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$59.9K
ECM
158
Evergreen Capital Management
Washington
$59.8K
CB
159
Commerce Bank
Missouri
$59.2K
GC
160
Grange Capital
Oregon
$53.8K
Deutsche Bank
161
Deutsche Bank
Germany
$51.5K
RS
162
R Squared
Hong Kong
$51.2K
LWM
163
LJI Wealth Management
Indiana
$49.3K
SOW
164
State of Wyoming
Wyoming
$48.2K
HWM
165
HB Wealth Management
Georgia
$47.5K
GLA
166
Good Life Advisors
Pennsylvania
$46.8K
Corient Private Wealth
167
Corient Private Wealth
Florida
$45.6K
AWA
168
Arkadios Wealth Advisors
Georgia
$44.9K
Wellington Management Group
169
Wellington Management Group
Massachusetts
$44K
Principal Financial Group
170
Principal Financial Group
Iowa
$42.5K
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$42.4K
QC
172
Quent Capital
New York
$42.3K
SCM
173
Sterling Capital Management
North Carolina
$38.5K
Raymond James Financial
174
Raymond James Financial
Florida
$35.2K
Comerica Bank
175
Comerica Bank
Texas
$35.1K