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UWM Holdings
UWMC

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38% → 75.99% (+22%)

7% more funds holding

Funds holding: 225 → 241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M

Top Buyers

Rank Fund Capital Flow
1
BIP
Brandes Investment Partners
California
+$74.3M
2
Millennium Management
Millennium Management
New York
+$62.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.8M
4
Holocene Advisors
Holocene Advisors
New York
+$16.4M
5
FGP
Freestone Grove Partners
California
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$21.9M
2
Northern Trust
Northern Trust
Illinois
-$9.09M
3
BCM
Basswood Capital Management
New York
-$6.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.68M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Clearstead Advisors
Ohio
$6.43K +$6.29K +1,035 +729%
DFA
202
DHJJ Financial Advisors
Illinois
$6.27K – – –
PD
203
Point72 (DIFC)
United Arab Emirates
$6.05K +$6.74K +1,109 New
WT
204
Whittier Trust
California
$5.73K -$6.37K -1,049 -50%
SWM
205
Spire Wealth Management
Virginia
$5.46K – – –
SC
206
Stephens Consulting
Michigan
$5.46K – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$5.21K +$3.39K +558 +141%
JP Morgan Chase
208
JP Morgan Chase
New York
$4.36K +$2.66K +438 +121%
FFO
209
Fortitude Family Office
Arizona
$4.23K – – –
MCM
210
MAI Capital Management
Ohio
$3.64K -$67 -11 -2%
SAM
211
Smartleaf Asset Management
Massachusetts
$3.27K – – –
VCM
212
Versant Capital Management
Arizona
$2.98K +$3.31K +545 New
GFPC
213
Global Financial Private Client
Florida
$2.74K – – –
Comerica Bank
214
Comerica Bank
Texas
$2.71K -$1.83K -301 -38%
CMA
215
Cedar Mountain Advisors
Oregon
$2.54K +$55 +9 +2%
PMFA
216
Plante Moran Financial Advisors
Michigan
$2.23K – – –
CIAM
217
Caitong International Asset Management
Hong Kong
$2.17K +$2.33K +384 +2,954%
SS
218
SBI Securities
Japan
$1.84K -$2.85K -469 -58%
TWD
219
True Wealth Design
Ohio
$1.79K +$905 +149 +83%
AF
220
Allworth Financial
California
$1.58K +$1.62K +267 +326%
NA
221
NewEdge Advisors
Louisiana
$1.53K – – –
FFA
222
Farther Finance Advisors
California
$1.37K – – –
LFG
223
Larson Financial Group
Missouri
$1.33K +$340 +56 +30%
SW
224
SVB Wealth
Massachusetts
$1.22K +$1.35K +223 New
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$1.1K +$1.05K +173 +618%
7 8
9
10 11

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.