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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
176
Amundi
France
$13.5K +$15.6K +1,848 New
ANBT
177
American National Bank & Trust
Texas
$12.8K
HCP
178
Hexagon Capital Partners
Arkansas
$12.5K +$7.52K +892 +155%
CF
179
Corebridge Financial
Texas
$12.5K -$438 -52 -3%
PS
180
Principal Securities
Iowa
$11.8K
NA
181
NewEdge Advisors
Louisiana
$11.4K +$8 +1 +0.1%
AF
182
Allworth Financial
California
$11.2K +$5.02K +596 +83%
DFA
183
DHJJ Financial Advisors
Illinois
$9.65K +$126 +15 +1%
SS
184
Sunbelt Securities
Texas
$8.61K +$118 +14 +1%
SWM
185
Spire Wealth Management
Virginia
$8.52K
SC
186
Stephens Consulting
Michigan
$8.52K
SC
187
SouthState Corp
Florida
$8.52K +$8.43K +1,000 New
VAMG
188
Voisard Asset Management Group
Michigan
$8.14K
IAIM
189
International Assets Investment Management
Florida
$7.5K +$475K +56,400 +752%
NC
190
nVerses Capital
Florida
$6.82K +$6.74K +800 New
FFO
191
Fortitude Family Office
Arizona
$6.59K
SPIA
192
Steward Partners Investment Advisory
New York
$5.47K +$76 +9 +1%
EWA
193
EverSource Wealth Advisors
Alabama
$4.96K +$3.17K +376 +183%
TCM
194
Tradewinds Capital Management
Washington
$4.69K +$2.95K +350 +175%
GFPC
195
Global Financial Private Client
Florida
$4.28K
CMA
196
Cedar Mountain Advisors
Oregon
$3.83K
ACM
197
Aster Capital Management
United Arab Emirates
$3.3K +$3.26K +387 New
AAP
198
Arax Advisory Partners
Colorado
$3.08K
CPA
199
Capital Performance Advisors
California
$2.62K +$2.6K +308 New
Optiver Holding
200
Optiver Holding
Netherlands
$2.59K +$2.56K +304 New

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.