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UWM Holdings
UWMC

Overview Fund Activity

242 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 108 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+17
Holders Change %
+7.56%
% of All Funds
3.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
50
Increased
108
Reduced
53
Closed
29
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M

Top Buyers

1
BIP
Brandes Investment Partners
California
$66.8M
2
Millennium Management
Millennium Management
New York
$69M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$82.5M
4
Holocene Advisors
Holocene Advisors
New York
$14.9M
5
FGP
Freestone Grove Partners
California
$14.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
Northern Trust
Northern Trust
Illinois
$8.13M
3
BCM
Basswood Capital Management
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$6.89K +$3.34K +612 +94%
CA
202
Clearstead Advisors
Ohio
$6.43K +$5.65K +1,035 +729%
DFA
203
DHJJ Financial Advisors
Illinois
$6.27K – – –
PD
204
Point72 (DIFC)
United Arab Emirates
$6.06K +$6.06K +1,109 New
WT
205
Whittier Trust
California
$5.73K -$5.73K -1,049 -50%
SWM
206
Spire Wealth Management
Virginia
$5.46K – – –
SC
207
Stephens Consulting
Michigan
$5.46K – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$5.21K +$3.05K +558 +141%
JPMorgan Chase & Co
209
JPMorgan Chase & Co
New York
$4.36K +$2.39K +438 +121%
FFO
210
Fortitude Family Office
Arizona
$4.23K – – –
MCM
211
MAI Capital Management
Ohio
$3.64K -$60 -11 -2%
SAM
212
Smartleaf Asset Management
Massachusetts
$3.27K – – –
VCM
213
Versant Capital Management
Arizona
$2.98K +$2.98K +545 New
GFPC
214
Global Financial Private Client
Florida
$2.74K – – –
Comerica Bank
215
Comerica Bank
Texas
$2.71K -$1.64K -301 -38%
CMA
216
Cedar Mountain Advisors
Oregon
$2.54K +$49 +9 +2%
PMFA
217
Plante Moran Financial Advisors
Michigan
$2.23K – – –
CIAM
218
Caitong International Asset Management
Hong Kong
$2.17K +$2.1K +384 +2,954%
SS
219
SBI Securities
Japan
$1.85K -$2.56K -469 -58%
TWD
220
True Wealth Design
Ohio
$1.79K +$814 +149 +83%
AF
221
Allworth Financial
California
$1.58K +$1.21K +267 +326%
NA
222
NewEdge Advisors
Louisiana
$1.53K – – –
FFA
223
Farther Finance Advisors
California
$1.37K – – –
LFG
224
Larson Financial Group
Missouri
$1.33K +$306 +56 +30%
SW
225
SVB Wealth
Massachusetts
$1.22K +$1.22K +223 New
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9
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