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UWM Holdings

297 hedge funds and large institutions have $949M invested in UWM Holdings in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 66 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

88% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 66

34% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $17.4M

16% more funds holding

Funds holding: 256297 (+41)

5.82% more ownership

Funds ownership: 79.09%84.91% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $1.05B → $949M (-$105M)

Holders
297
Holders Change
+41
Holders Change %
+16.02%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
82
Increased
124
Reduced
66
Closed
39
Calls
$23.3M
Puts
$17.4M
Net Calls
+$5.94M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
151
Vanguard Personalized Indexing Management
California
$188K +$43.4K +8,065 +23%
US Bancorp
152
US Bancorp
Minnesota
$182K -$59K -10,965 -21%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$174K -$205K -38,160 -49%
SCM
154
Schnieders Capital Management
California
$168K -$208K -38,650 -50%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$167K +$205K +38,199 New
PA
156
Parallel Advisors
California
$167K +$49.8K +9,251 +32%
KF
157
Krilogy Financial
Missouri
$165K +$77.9K +14,488 +103%
SG Americas Securities
158
SG Americas Securities
New York
$162K -$261K -48,526 -57%
AHL
159
Abel Hall LLC
Louisiana
$159K +$195K +36,312 New
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$156K +$191K +35,556 New
AGM
161
Alpine Global Management
New York
$155K -$435K -80,950 -70%
New York State Common Retirement Fund
162
New York State Common Retirement Fund
New York
$155K -$78.5K -14,590 -29%
TMWM
163
Taylor & Morgan Wealth Management
Michigan
$152K +$3.46K +643 +2%
AAP
164
Arax Advisory Partners
Colorado
$150K -$30.1K -5,594 -14%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$137K +$55.3K +10,287 +49%
ECM
166
Evergreen Capital Management
Washington
$135K +$23K +4,279 +17%
TVPW
167
Third View Private Wealth
Connecticut
$132K +$162K +30,025 New
PCA
168
Pallas Capital Advisors
Massachusetts
$129K +$49.1K +9,125 +45%
VT
169
Vise Technologies
New York
$127K -$36.6K -6,812 -19%
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$123K -$631K -117,257 -81%
DWM
171
Dynasty Wealth Management
Florida
$119K -$127K -23,681 -46%
State Board of Administration of Florida Retirement System
172
State Board of Administration of Florida Retirement System
Florida
$117K
MFG
173
Merit Financial Group
Georgia
$116K +$73.3K +13,621 +106%
A
174
AlphaQuest
New York
$115K
Victory Capital Management
175
Victory Capital Management
Texas
$111K +$18.1K +3,362 +15%