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UWM Holdings

225 hedge funds and large institutions have $504M invested in UWM Holdings in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
87
Reduced
65
Closed
43
Calls
$18.9M
Puts
$15.8M
Net Calls
+$3.15M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
176
Coppell Advisory Solutions
Texas
$11.1K -$2.41K -420 -18%
Amundi
177
Amundi
France
$10.5K
Mirae Asset Global ETFs Holdings
178
Mirae Asset Global ETFs Holdings
Hong Kong
$10.4K -$10.5K -1,790 -50%
EWA
179
EverSource Wealth Advisors
Alabama
$10.2K +$6.79K +1,156 +199%
BTI
180
Blue Trust Inc
Georgia
$10K -$190K -32,284 -95%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$9.06K -$21.8K -3,722 -71%
ANBT
182
American National Bank & Trust
Texas
$8.81K
CF
183
Corebridge Financial
Texas
$8.22K -$376 -64 -4%
LC
184
Lindbrook Capital
California
$7.19K -$5.9K -1,005 -45%
CMP
185
Coston McIsaac & Partners
Maine
$7K +$98 +19 +1%
DFA
186
DHJJ Financial Advisors
Illinois
$6.75K +$94 +16 +1%
CT
187
Colonial Trust
South Carolina
$6.25K +$6.25K +1,064 New
SWM
188
Spire Wealth Management
Virginia
$5.87K
SC
189
Stephens Consulting
Michigan
$5.87K
SS
190
SBI Securities
Japan
$4.74K +$4.74K +807 New
Comerica Bank
191
Comerica Bank
Texas
$4.68K +$3.09K +527 +195%
FFO
192
Fortitude Family Office
Arizona
$4.54K
GWM
193
Geneos Wealth Management
Colorado
$4.46K +$4.46K +759 New
MCM
194
MAI Capital Management
Ohio
$3.98K +$3.98K +678 New
SPIA
195
Steward Partners Investment Advisory
New York
$3.82K +$53 +9 +1%
SAM
196
Smartleaf Asset Management
Massachusetts
$3.33K +$2.66K +464 +397%
AAP
197
Arax Advisory Partners
Colorado
$3.18K +$1.05K +179 +49%
GFPC
198
Global Financial Private Client
Florida
$2.95K
CMA
199
Cedar Mountain Advisors
Oregon
$2.68K +$35 +6 +1%
PMFA
200
Plante Moran Financial Advisors
Michigan
$2.4K -$58.7K -10,000 -96%