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UWM Holdings

228 hedge funds and large institutions have $562M invested in UWM Holdings in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $8.98M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

5% less funds holding

Funds holding: 241228 (-13)

8.68% less ownership

Funds ownership: 75.99%67.31% (-8.7%)

14% less capital invested

Capital invested by funds: $656M → $562M (-$93.9M)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

Holders
228
Holders Change
-13
Holders Change %
-5.39%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
56
Increased
92
Reduced
53
Closed
67
Calls
$18.7M
Puts
$8.98M
Net Calls
+$9.74M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Stephens Consulting
Michigan
$4.14K
IA
202
IFP Advisors
Florida
$3.33K -$563 -128 Closed
MCM
203
MAI Capital Management
Ohio
$3.33K +$598 +136 +20%
FFA
204
Farther Finance Advisors
California
$3.1K +$2.16K +492 +192%
C
205
Covestor
United Kingdom
$2K +$1.56K +356 +1,483%
CMA
206
Cedar Mountain Advisors
Oregon
$1.97K +$44 +10 +2%
SAM
207
Smartleaf Asset Management
Massachusetts
$1.9K -$514 -117 -20%
GWM
208
Geneos Wealth Management
Colorado
$1.78K -$4.8K -1,092 -72%
PMFA
209
Plante Moran Financial Advisors
Michigan
$1.69K
SS
210
SBI Securities
Japan
$1.63K +$246 +56 +17%
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24K +$1.32K +300 New
NA
212
NewEdge Advisors
Louisiana
$1.16K
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$1K -$211 -48 -19%
MYIA
214
Mount Yale Investment Advisors
Colorado
$956 +$1.01K +231 New
MCM
215
MV Capital Management
Maryland
$841 +$730 +166 +449%
TCM
216
Tradewinds Capital Management
Washington
$828
TWD
217
True Wealth Design
Ohio
$621 -$782 -178 -54%
RA
218
Rise Advisors
New York
$422 +$448 +102 New
RIL
219
Rothschild Investment LLC
Illinois
$373 +$220 +50 +125%
EP
220
Essential Partners
California
$368 +$391 +89 New
HNB
221
Huntington National Bank
Ohio
$348 +$369 +84 New
LFG
222
Larson Financial Group
Missouri
$300 -$752 -171 -70%
AF
223
Allworth Financial
California
$298 -$1.22K -277 -79%
SO
224
Sierra Ocean
California
$265
BTI
225
Blue Trust Inc
Georgia
$161 -$8.24K -1,875 -98%

UWMC Hedge Fund Activity: Q2 2025 in Review

228 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2025, worth a combined $562M — down 14% from $656M a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of UWMC and 56 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Vanguard Group, adding an estimated $23.9M. The largest seller was Millennium Management, cutting an estimated $33.8M.

  • 228 institutional investors held UWM Holdings (UWMC) as of Q2 2025, down from 241 in Q1 2025.
  • Funds reported $562M of UWM Holdings stock for Q2 2025, down 14% quarter-over-quarter.
  • 56 funds opened new UWM Holdings positions in Q2 2025 and 67 closed out, a net change of -11 holders.
  • The largest UWM Holdings buyer in Q2 2025 was Vanguard Group, an estimated $23.9M added.
  • The largest UWM Holdings seller in Q2 2025 was Millennium Management, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2025.