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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
VFG
176
Victory Financial Group
Texas
$109K +$134K +24,880 New
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$107K +$53.6K +9,971 +69%
FRA
178
Frank Rimerman Advisors
California
$106K +$131K +24,298 New
BPA
179
Beacon Pointe Advisors
California
$100K +$123K +22,858 New
TWA
180
Trace Wealth Advisors
California
$98.5K
BFM
181
Boothbay Fund Management
New York
$94.7K -$3.55M -659,966 -97%
CPIG
182
Chicago Partners Investment Group
Illinois
$94.4K +$87.7K +16,301 New
FPAS
183
Focus Partners Advisor Solutions
Missouri
$93.3K +$56.4K +10,478 +97%
SB
184
SIG Brokerage
New York
$92.3K +$113K +21,072 New
Ameriprise
185
Ameriprise
Minnesota
$89.6K -$47K -8,742 -30%
DI
186
DDFG Inc
California
$89.5K +$2K +371 +2%
TRCT
187
Tower Research Capital (TRC)
New York
$85.6K +$75.7K +14,072 +258%
WAM
188
Weiss Asset Management
Massachusetts
$84.7K +$104K +19,331 New
HIP
189
HUB Investment Partners
Texas
$84.5K -$31.3K -5,828 -23%
CL
190
Choreo LLC
Illinois
$84.1K +$14.2K +2,637 +16%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$83.2K -$10.1K -1,875 -9%
CM
192
Caption Management
Oklahoma
$81.9K -$841K -156,302 -89%
EH
193
Equitable Holdings
New York
$81.2K -$27.2K -5,057 -21%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$77.8K -$504K -93,715 -84%
WPC
195
Wedmont Private Capital
Pennsylvania
$77.4K -$79.3K -14,738 -47%
HWM
196
HB Wealth Management
Georgia
$76.5K +$6.98K +1,297 +8%
PPW
197
PACK Private Wealth
Minnesota
$74.6K
FFG
198
Fortem Financial Group
California
$73.1K +$20.4K +3,800 +29%
FCP
199
Fidelis Capital Partners
Florida
$71.9K +$909 +169 +1%
SA
200
Sanctuary Advisors
Indiana
$71.8K +$27.7K +5,156 +46%