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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

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 219225 (+6)

19% less capital invested

Capital invested by funds: $621M → $504M (-$117M)

21.92% less ownership

Funds ownership: 76.3%54.38% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.96%
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
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$2.33K +$677 +104 +36%
JP Morgan Chase
202
JP Morgan Chase
New York
$2.12K -$546K -83,921 -100%
W
203
WealthCollab
Washington
$1.94K +$2.15K +330 New
NA
204
NewEdge Advisors
Louisiana
$1.64K -$6.91K -1,061 -79%
BIG
205
Brooklyn Investment Group
New York
$1.64K +$1.81K +278 +27,800%
CA
206
CoreCap Advisors
Michigan
$1.54K -$21.3K -3,275 -93%
FFA
207
Farther Finance Advisors
California
$1.5K +$651 +100 +64%
TCM
208
Tradewinds Capital Management
Washington
$1.17K -$2.28K -350 -64%
LFG
209
Larson Financial Group
Missouri
$1.1K +$1.22K +188 New
TWD
210
True Wealth Design
Ohio
$1.05K +$931 +143 +397%
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$1K +$20 +3 +2%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$898 +$996 +153 New
CA
213
Clearstead Advisors
Ohio
$833 +$13 +2 +1%
TC
214
Truvestments Capital
Florida
$764 +$846 +130 New
CA
215
Continuum Advisory
Idaho
$693
MG
216
Mather Group
Illinois
$522 -$46 -7 -7%
AF
217
Allworth Financial
California
$505 -$8.02K -1,233 -94%
WA
218
WPG Advisers
Maryland
$446 +$495 +76 New
SO
219
Sierra Ocean
California
$376 +$417 +64 New
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$164 +$182 +28 New
CIAM
221
Caitong International Asset Management
Hong Kong
$76 +$85 +13 New
DWA
222
Delos Wealth Advisors
Texas
$59
PFMOSF
223
Philadelphia Financial Management of San Francisco
California
-$21.8M -2,558,279 Closed
NSGL
224
No Street GP LP
California
-$20.2M -2,366,864 Closed
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.54M -415,656 Closed

UWMC Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2024, worth a combined $504M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UWMC positions and 43 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $21.8M sold.

  • 225 institutional investors held UWM Holdings (UWMC) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $504M of UWM Holdings stock for Q4 2024, down 19% quarter-over-quarter.
  • 52 funds opened new UWM Holdings positions in Q4 2024 and 43 closed out, a net change of +9 holders.
  • The largest UWM Holdings buyer in Q4 2024 was Balyasny Asset Management, an estimated $24.1M added.
  • The largest UWM Holdings seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.