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UWM Holdings
UWMC

Overview Fund Activity

228 hedge funds and large institutions have $562M invested in UWM Holdings in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 53 reducing their positions, and 67 closing their positions.

Holders
228
Holders Change
-14
Holders Change %
-5.79%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
93
Reduced
53
Closed
67
Calls
$18.7M
Puts
$8.98M
Net Calls
+$9.74M
Net Calls Change
+$13.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$67.4M
2
6CM
2
683 Capital Management
New York
$19.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$24.8M
4
DCP
4
Diameter Capital Partners
New York
$11.4M
5
ACL
5
Azora Capital LP
Florida
$9.03M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$20.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$22.4M
3
Holocene Advisors
3
Holocene Advisors
New York
$641K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$2.36M
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$4.14K – – –
SC
202
Stephens Consulting
Michigan
$4.14K – – –
IA
203
IFP Advisors
Florida
$3.33K -$699 -128 Closed
MCM
204
MAI Capital Management
Ohio
$3.33K +$563 +136 +20%
FFA
205
Farther Finance Advisors
California
$3.1K +$2.04K +492 +192%
C
206
Covestor
United Kingdom
$2K +$1.87K +356 +1,483%
CMA
207
Cedar Mountain Advisors
Oregon
$1.97K +$41 +10 +2%
SAM
208
Smartleaf Asset Management
Massachusetts
$1.9K -$480 -117 -20%
GWM
209
Geneos Wealth Management
Colorado
$1.78K -$4.52K -1,092 -72%
PMFA
210
Plante Moran Financial Advisors
Michigan
$1.69K – – –
SS
211
SBI Securities
Japan
$1.63K +$232 +56 +17%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24K +$1.24K +300 New
NA
213
NewEdge Advisors
Louisiana
$1.16K – – –
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$1K -$233 -48 -19%
MYIA
215
Mount Yale Investment Advisors
Colorado
$956 +$956 +231 New
MCM
216
MV Capital Management
Maryland
$841 +$688 +166 +449%
TCM
217
Tradewinds Capital Management
Washington
$828 – – –
TWD
218
True Wealth Design
Ohio
$621 -$737 -178 -54%
RA
219
Rise Advisors
New York
$422 +$422 +102 New
RIL
220
Rothschild Investment LLC
Illinois
$373 +$207 +50 +125%
HNB
221
Huntington National Bank
Ohio
$348 +$348 +84 New
LFG
222
Larson Financial Group
Missouri
$300 -$703 -171 -70%
AF
223
Allworth Financial
California
$298 -$1.15K -277 -79%
SO
224
Sierra Ocean
California
$265 – – –
BTI
225
Blue Trust Inc
Georgia
$161 -$7.74K -1,875 -98%
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9
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