We are live on ! Find out more
UWMC icon

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
BPA
201
Beacon Pointe Advisors
California
$53.9K -$36.6K -7,957 -35%
CB
202
Commerce Bank
Missouri
$51.8K
MYIA
203
Mount Yale Investment Advisors
Colorado
$49.7K +$474 +103 +0.8%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$48K -$5 -1 -0%
EPW
205
Evolve Private Wealth
California
$48K +$6.34K +1,378 +12%
BHC
206
Bull Harbor Capital
Maryland
$45.3K +$57.6K +12,524 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$45.1K +$27.9K +6,057 +100%
KAS
208
Kestra Advisory Services
Texas
$44.9K -$391 -85 -0.7%
EWA
209
EverSource Wealth Advisors
Alabama
$44K +$3.94K +855 +8%
URS
210
Utah Retirement Systems
Utah
$43K +$54.6K +11,866 New
TCA
211
Transcend Capital Advisors
New Jersey
$41.8K +$966 +210 +2%
LWM
212
LJI Wealth Management
Indiana
$41.6K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$41.3K +$52.6K +11,422 New
CPIG
214
Chicago Partners Investment Group
Illinois
$41K -$23.8K -5,162 -32%
SA
215
Sanctuary Advisors
Indiana
$40.7K -$23.8K -5,170 -32%
EAM
216
Eventide Asset Management
Massachusetts
$40.5K +$53.7K +11,663 New
1C
217
111 Capital
France
$40.3K +$51.2K +11,131 New
SCA
218
Snowden Capital Advisors
New York
$39.7K +$49K +10,651 New
NW
219
NewEdge Wealth
Pennsylvania
$39.1K +$49.8K +10,813 New
ECM
220
Evergreen Capital Management
Washington
$37.9K -$91.6K -19,903 -66%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$36.8K -$1.92K -417 -4%
AB
222
Amalgamated Bank
New York
$36K +$4.86K +1,056 +12%
FFA
223
Farther Finance Advisors
California
$32.5K +$1.55K +336 +4%
RIL
224
Rothschild Investment LLC
Illinois
$30.3K +$36.8K +7,992 +2,160%
S
225
SignatureFD
Georgia
$28.6K -$17.7K -3,839 -33%

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.