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UWM Holdings

283 hedge funds and large institutions have $751M invested in UWM Holdings in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

5% less funds holding

Funds holding: 297283 (-14)

14.48% less ownership

Funds ownership: 84.91%70.43% (-14%)

21% less capital invested

Capital invested by funds: $949M → $751M (-$198M)

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
65
Increased
99
Reduced
84
Closed
72
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.8M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
151
Vanguard Personalized Indexing Management
California
$129K -$34.3K -7,449 -17%
TMWM
152
Taylor & Morgan Wealth Management
Michigan
$128K +$3.44K +748 +2%
New York State Common Retirement Fund
153
New York State Common Retirement Fund
New York
$128K
VT
154
Vise Technologies
New York
$127K
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$125K -$651K -141,474 -80%
HighTower Advisors
156
HighTower Advisors
Illinois
$122K +$155K +33,750 New
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$118K -$13.5K -2,940 -8%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$113K
SFA
159
Sequoia Financial Advisors
Ohio
$113K +$143K +31,152 New
PA
160
PharVision Advisers
Florida
$111K -$328K -71,313 -70%
TVPW
161
Third View Private Wealth
Connecticut
$109K
HWM
162
HB Wealth Management
Georgia
$102K +$48.8K +10,609 +61%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$96.9K +$123K +26,778 New
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$96.7K
CAMG
165
CWA Asset Management Group
Florida
$95.3K +$121K +26,330 New
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$92.9K +$36.3K +7,895 +44%
VFG
167
Victory Financial Group
Texas
$92.1K +$2.64K +573 +2%
DnB Asset Management
168
DnB Asset Management
Norway
$92K +$117K +25,422 New
TAL
169
TIG Advisors LLC
New York
$90.5K +$115K +25,000 New
PA
170
Parallel Advisors
California
$89.1K -$62.3K -13,536 -35%
Raymond James Financial
171
Raymond James Financial
Florida
$87.8K +$58K +12,603 +108%
FMI
172
Frec Markets Inc
California
$87.1K +$111K +24,059 New
N
173
Numerai
California
$86.7K +$110K +23,940 New
KeyBank National Association
174
KeyBank National Association
Ohio
$85.5K +$109K +23,629 New
WPC
175
Wedmont Private Capital
Pennsylvania
$84.5K +$22.5K +4,889 +29%

UWMC Hedge Fund Activity: Q1 2026 in Review

283 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2026, worth a combined $751M — down 21% from $949M a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of UWMC and 65 opened new positions — a net loss of 7 holders — while 84 trimmed existing stakes and 99 added.

The largest buyer was Fidelity Investments, adding an estimated $48.3M. The largest seller was Azora Capital LP, exiting entirely with an estimated $49.5M sold.

  • 283 institutional investors held UWM Holdings (UWMC) as of Q1 2026, down from 297 in Q4 2025.
  • Funds reported $751M of UWM Holdings stock for Q1 2026, down 21% quarter-over-quarter.
  • 65 funds opened new UWM Holdings positions in Q1 2026 and 72 closed out, a net change of -7 holders.
  • The largest UWM Holdings buyer in Q1 2026 was Fidelity Investments, an estimated $48.3M added.
  • The largest UWM Holdings seller in Q1 2026 was Azora Capital LP, an estimated $49.5M sold.

Based on aggregated 13F filings for Q1 2026.